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BALFX vs PGPRX
BALFX vs PGPRX Comparison
Open Charts BALFX vs PGPRX
American Funds American Balanced F1
Price$38.97
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.62B
George Putnam Balanced R
Price$28.26
Change+$0.09 (+0.32%)
VolumeN/A
Net Assets2.31B
BALFX vs PGPRX Comparison Chart in %
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BALFX vs. PGPRX 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 PGPRX is a Hold.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 266B vs. PGPRX (2.31B). BALFX pays higher dividends than PGPRX: BALFX (1.72) vs PGPRX (1.27). 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 (8.67) and PGPRX (8.29) have marching annual gain over last year. BALFX return over 5 years is better than : 41.92 vs. PGPRX (31.40).
| 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 | 14.603 | 11.593 | 126% |
| 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 | 1.27 | 136% |
| Returns for 1 year | 8.67 | 8.29 | 105% |
| Returns for 3 years | 50.44 | 53.04 | 95% |
| Returns for 5 years | 41.92 | 31.40 | 134% |
| Returns for 10 years | 75.26 | 87.54 | 86% |
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