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BALFX vs PGPRX
BALFX vs PGPRX Comparison
Open Charts BALFX vs PGPRX
American Funds American Balanced F1
Price$35.24
Change-$0.05 (-0.14%)
VolumeN/A
Net Assets240.76B
George Putnam Balanced R
Price$25.55
Change-$0.09 (-0.35%)
VolumeN/A
Net Assets2.12B
BALFX vs PGPRX Comparison Chart
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BALFX vs. PGPRX commentary
May 21, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is BALFX is a Buy and PGPRX is a Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 241B vs. PGPRX (2.12B). BALFX pays higher dividends than PGPRX: BALFX (1.95) vs PGPRX (1.75). BALFX was incepted earlier than PGPRX: BALFX (24 years) vs PGPRX (22 years). PGPRX (1.18) is less costly to investors than BALFX (0.61). PGPRX is a more actively managed with annual turnover of: 80.00 vs. BALFX (44.00). PGPRX has a lower initial minimum investment than BALFX: PGPRX (0) vs BALFX (250). BALFX (5.62) and PGPRX (5.42) have marching annual gain over last year. BALFX return over 5 years is better than : 39.58 vs. PGPRX (32.98).
| BALFX | PGPRX | BALFX / PGPRX | |
| Total Expense Ratio | 0.61 | 1.18 | 52% |
| Annual Report Gross Expense Ratio | 0.61 | 1.18 | 52% |
| Fund Existence | 24 years | 22 years | - |
| Gain YTD | 3.051 | 0.655 | 466% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 241B | 2.12B | 11,373% |
| Annual Yield % from dividends | 1.95 | 1.75 | 112% |
| Returns for 1 year | 5.62 | 5.42 | 104% |
| Returns for 3 years | 24.79 | 31.25 | 79% |
| Returns for 5 years | 39.58 | 32.98 | 120% |
| Returns for 10 years | 53.78 | 62.12 | 87% |