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BALFX vs PGEYX
BALFX vs PGEYX Comparison
Open Charts BALFX vs PGEYX
American Funds American Balanced F1
Price$39.82
Change+$0.11 (+0.28%)
VolumeN/A
Net Assets269.37B
George Putnam Balanced Y
Price$29.03
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets2.31B
BALFX vs PGEYX Comparison Chart in %
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BALFX vs. PGEYX commentary
Dec 04, 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 Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 269B vs. PGEYX (2.31B). 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 (0.68) 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 annual gain was more profitable for investors over the last year : 11.18 vs. BALFX (9.26). PGEYX (40.08) and BALFX (38.94) have equivalent 5 years return.
| 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 | 16.544 | 13.992 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 2.31B | 11,640% |
| Annual Yield % from dividends | 1.67 | 1.15 | 145% |
| Returns for 1 year | 9.26 | 11.18 | 83% |
| Returns for 3 years | 40.12 | 49.52 | 81% |
| Returns for 5 years | 38.94 | 40.08 | 97% |
| Returns for 10 years | 74.26 | 99.58 | 75% |
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