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BALFX vs PGEYX
BALFX vs PGEYX Comparison
Open Charts BALFX vs PGEYX
American Funds American Balanced F1
Price$38.37
Change-$0.56 (-1.44%)
VolumeN/A
Net Assets269.72B
George Putnam Balanced Y
Price$27.38
Change-$1.27 (-4.43%)
VolumeN/A
Net Assets2.3B
BALFX vs PGEYX Comparison Chart in %
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BALFX vs. PGEYX commentary
Feb 04, 2026
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 Hold and PGEYX is a Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 270B vs. PGEYX (2.3B). BALFX pays higher dividends than PGEYX: BALFX (1.86) vs PGEYX (1.58). 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 : 11.33 vs. PGEYX (6.67). BALFX return over 5 years is better than : 35.49 vs. PGEYX (28.09).
| 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 | 2.457 | 0.996 | 247% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 2.3B | 11,760% |
| Annual Yield % from dividends | 1.86 | 1.58 | 118% |
| Returns for 1 year | 11.33 | 6.67 | 170% |
| Returns for 3 years | 36.69 | 39.85 | 92% |
| Returns for 5 years | 35.49 | 28.09 | 126% |
| Returns for 10 years | 87.98 | 103.55 | 85% |
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