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BALFX vs SGPGX
BALFX vs SGPGX Comparison
Open Charts BALFX vs SGPGX
American Funds American Balanced F1
Price$35.80
Change+$0.21 (+0.59%)
VolumeN/A
Net Assets244.2B
SGI Prudent Growth
Price$10.99
Change+$0.07 (+0.64%)
VolumeN/A
Net Assets47.7M
BALFX vs SGPGX Comparison Chart in %
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BALFX vs. SGPGX commentary
Jun 24, 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 SGPGX is a Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 244B vs. SGPGX (47.7M). SGPGX pays higher dividends than BALFX: SGPGX (6.65) vs BALFX (1.88). BALFX was incepted earlier than SGPGX: BALFX (24 years) vs SGPGX (5 years). SGPGX (2.07) is less costly to investors than BALFX (0.61). SGPGX is a more actively managed with annual turnover of: 61.00 vs. BALFX (44.00). BALFX has a lower initial minimum investment than SGPGX: BALFX (250) vs SGPGX (1000). BALFX annual gain was more profitable for investors over the last year : 4.80 vs. SGPGX (2.24). BALFX return over 5 years is better than : 38.59 vs. SGPGX (22.31).
| BALFX | SGPGX | BALFX / SGPGX | |
| Total Expense Ratio | 0.61 | 1.95 | 31% |
| Annual Report Gross Expense Ratio | 0.61 | 2.07 | 29% |
| Fund Existence | 24 years | 5 years | - |
| Gain YTD | 4.380 | 1.111 | 394% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 47.7M | 511,530% |
| Annual Yield % from dividends | 1.88 | 6.65 | 28% |
| Returns for 1 year | 4.80 | 2.24 | 214% |
| Returns for 3 years | 29.60 | 19.27 | 154% |
| Returns for 5 years | 38.59 | 22.31 | 173% |
| Returns for 10 years | 58.15 | N/A | - |
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