PGEYX
Price
$24.39
Change
+$1.28 (+5.54%)
Updated
Apr 9 closing price
Net Assets
1.89B
RLBBX
Price
$33.19
Change
+$1.61 (+5.10%)
Updated
Apr 9 closing price
Net Assets
228.54B
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PGEYX vs RLBBX

Header iconPGEYX vs RLBBX Comparison
Open Charts PGEYX vs RLBBXBanner chart's image
George Putnam Balanced Y
Price$24.39
Change+$1.28 (+5.54%)
VolumeN/A
Net Assets1.89B
American Funds American Balanced R2
Price$33.19
Change+$1.61 (+5.10%)
VolumeN/A
Net Assets228.54B
PGEYX vs RLBBX Comparison Chart
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PGEYX vs. RLBBX commentary
Apr 11, 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 PGEYX is a Buy and RLBBX is a Buy.

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FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 229B vs. PGEYX (1.89B). PGEYX pays higher dividends than RLBBX: PGEYX (2.22) vs RLBBX (1.27). PGEYX was incepted earlier than RLBBX: PGEYX (31 years) vs RLBBX (23 years). RLBBX (1.33) is less costly to investors than PGEYX (0.68). RLBBX is a more actively managed with annual turnover of: 171.00 vs. PGEYX (80.00). PGEYX has a lower initial minimum investment than RLBBX: PGEYX (0) vs RLBBX (250). PGEYX annual gain was more profitable for investors over the last year : -3.69 vs. RLBBX (-4.31). PGEYX return over 5 years is better than : 29.36 vs. RLBBX (26.14).
PGEYXRLBBXPGEYX / RLBBX
Total Expense Ratio0.681.3351%
Annual Report Gross Expense Ratio0.681.3351%
Fund Existence31 years23 years-
Gain YTD-9.770-7.136137%
Front LoadN/AN/A-
Min. Initial Investment0250-
Min. Initial Investment IRAN/AN/A-
Net Assets1.89B229B1%
Annual Yield % from dividends2.221.27174%
Returns for 1 year-3.69-4.3186%
Returns for 3 years9.853.16312%
Returns for 5 years29.3626.14112%
Returns for 10 years54.2234.16159%
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