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BALFX vs PGPRX
BALFX vs PGPRX Comparison
Open Charts BALFX vs PGPRX
American Funds American Balanced F1
Price$37.65
Change+$0.04 (+0.11%)
VolumeN/A
Net Assets269.37B
George Putnam Balanced R
Price$27.02
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets2.3B
BALFX vs PGPRX Comparison Chart in %
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BALFX vs. PGPRX commentary
Dec 28, 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 PGPRX is a Hold.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 269B vs. PGPRX (2.3B). BALFX pays higher dividends than PGPRX: BALFX (1.67) vs PGPRX (0.83). 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 : 9.10 vs. PGPRX (5.37). BALFX return over 5 years is better than : 34.67 vs. PGPRX (27.57).
| 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 | 10.722 | 7.070 | 152% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 2.3B | 11,685% |
| Annual Yield % from dividends | 1.67 | 0.83 | 201% |
| Returns for 1 year | 9.10 | 5.37 | 169% |
| Returns for 3 years | 37.97 | 45.35 | 84% |
| Returns for 5 years | 34.67 | 27.57 | 126% |
| Returns for 10 years | 73.06 | 78.87 | 93% |
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