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BALFX vs PGPRX
BALFX vs PGPRX Comparison
Open Charts BALFX vs PGPRX
American Funds American Balanced F1
Price$38.37
Change-$0.56 (-1.44%)
VolumeN/A
Net Assets269.72B
George Putnam Balanced R
Price$27.05
Change-$1.28 (-4.52%)
VolumeN/A
Net Assets2.3B
BALFX vs PGPRX Comparison Chart in %
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BALFX vs. PGPRX commentary
Feb 05, 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 PGPRX is a Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 270B vs. PGPRX (2.3B). BALFX pays higher dividends than PGPRX: BALFX (1.86) vs PGPRX (1.17). BALFX was incepted earlier than PGPRX: BALFX (25 years) vs PGPRX (23 years). PGPRX (1.16) 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 : 11.33 vs. PGPRX (6.06). BALFX return over 5 years is better than : 35.49 vs. PGPRX (24.67).
| BALFX | PGPRX | BALFX / PGPRX | |
| Total Expense Ratio | 0.61 | 1.16 | 53% |
| Annual Report Gross Expense Ratio | 0.61 | 1.16 | 53% |
| Fund Existence | 25 years | 23 years | - |
| Gain YTD | 2.457 | 0.933 | 263% |
| 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 | 1.17 | 159% |
| Returns for 1 year | 11.33 | 6.06 | 187% |
| Returns for 3 years | 36.69 | 37.59 | 98% |
| Returns for 5 years | 35.49 | 24.67 | 144% |
| Returns for 10 years | 87.98 | 91.93 | 96% |
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