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BALFX vs PGEYX
BALFX vs PGEYX Comparison
Open Charts BALFX vs PGEYX
American Funds American Balanced F1
Price$38.97
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.62B
George Putnam Balanced Y
Price$28.58
Change+$0.09 (+0.32%)
VolumeN/A
Net Assets2.31B
BALFX vs PGEYX Comparison Chart in %
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BALFX vs. PGEYX commentary
Oct 19, 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 PGEYX is a Hold.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 266B vs. PGEYX (2.31B). BALFX pays higher dividends than PGEYX: BALFX (1.72) vs PGEYX (1.62). BALFX was incepted earlier than PGEYX: BALFX (25 years) vs PGEYX (32 years). PGEYX (0.68) 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). PGEYX (8.87) and BALFX (8.67) have marching annual gain over last year. BALFX return over 5 years is better than : 41.92 vs. PGEYX (34.93).
| BALFX | PGEYX | BALFX / PGEYX | |
| Total Expense Ratio | 0.61 | 0.68 | 90% |
| Annual Report Gross Expense Ratio | 0.61 | 0.68 | 90% |
| Fund Existence | 25 years | 32 years | - |
| Gain YTD | 14.603 | 12.038 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 2.31B | 11,525% |
| Annual Yield % from dividends | 1.72 | 1.62 | 106% |
| Returns for 1 year | 8.67 | 8.87 | 98% |
| Returns for 3 years | 50.44 | 55.39 | 91% |
| Returns for 5 years | 41.92 | 34.93 | 120% |
| Returns for 10 years | 75.26 | 98.77 | 76% |
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