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BALFX vs PGEYX
BALFX vs PGEYX Comparison
Open Charts BALFX vs PGEYX
American Funds American Balanced F1
Price$37.65
Change+$0.04 (+0.11%)
VolumeN/A
Net Assets269.37B
George Putnam Balanced Y
Price$27.33
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets2.3B
BALFX vs PGEYX Comparison Chart in %
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BALFX vs. PGEYX commentary
Dec 28, 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 StrongBuy and PGEYX is a Hold.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 269B vs. PGEYX (2.3B). BALFX pays higher dividends than PGEYX: BALFX (1.67) vs PGEYX (1.15). BALFX was incepted earlier than PGEYX: BALFX (25 years) vs PGEYX (32 years). PGEYX (0.66) is less costly to investors than BALFX (0.61). PGEYX is a more actively managed with annual turnover of: 97.00 vs. BALFX (44.00). PGEYX has a lower initial minimum investment than BALFX: PGEYX (0) vs BALFX (250). BALFX annual gain was more profitable for investors over the last year : 9.10 vs. PGEYX (5.89). BALFX return over 5 years is better than : 34.67 vs. PGEYX (30.95).
| BALFX | PGEYX | BALFX / PGEYX | |
| Total Expense Ratio | 0.61 | 0.66 | 92% |
| Annual Report Gross Expense Ratio | 0.61 | 0.66 | 92% |
| Fund Existence | 25 years | 32 years | - |
| Gain YTD | 10.722 | 7.576 | 142% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 2.3B | 11,685% |
| Annual Yield % from dividends | 1.67 | 1.15 | 145% |
| Returns for 1 year | 9.10 | 5.89 | 155% |
| Returns for 3 years | 37.97 | 47.57 | 80% |
| Returns for 5 years | 34.67 | 30.95 | 112% |
| Returns for 10 years | 73.06 | 89.47 | 82% |
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