Interact to see
Advertisement
Advertisement
BALFX vs PGPRX
BALFX vs PGPRX Comparison
Open Charts BALFX vs PGPRX
American Funds American Balanced F1
Price$39.03
Change-$0.49 (-1.24%)
VolumeN/A
Net Assets268.67B
George Putnam Balanced R
Price$28.37
Change-$0.33 (-1.15%)
VolumeN/A
Net Assets2.29B
BALFX vs PGPRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BALFX vs. PGPRX commentary
Nov 14, 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 PGPRX is a Hold.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 269B vs. PGPRX (2.29B). BALFX pays higher dividends than PGPRX: BALFX (1.70) vs PGPRX (1.58). BALFX was incepted earlier than PGPRX: BALFX (25 years) vs PGPRX (23 years). PGPRX (1.18) is less costly to investors than BALFX (0.61). PGPRX is a more actively managed with annual turnover of: 97.00 vs. BALFX (44.00). PGPRX has a lower initial minimum investment than BALFX: PGPRX (0) vs BALFX (250). BALFX annual gain was more profitable for investors over the last year : 8.72 vs. PGPRX (8.03). BALFX return over 5 years is better than : 39.44 vs. PGPRX (30.11).
| BALFX | PGPRX | BALFX / PGPRX | |
| Total Expense Ratio | 0.61 | 1.18 | 52% |
| Annual Report Gross Expense Ratio | 0.61 | 1.18 | 52% |
| Fund Existence | 25 years | 23 years | - |
| Gain YTD | 14.780 | 12.419 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 2.29B | 11,726% |
| Annual Yield % from dividends | 1.70 | 1.58 | 107% |
| Returns for 1 year | 8.72 | 8.03 | 109% |
| Returns for 3 years | 42.49 | 47.53 | 89% |
| Returns for 5 years | 39.44 | 30.11 | 131% |
| Returns for 10 years | 73.97 | 88.36 | 84% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers