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PGEYX vs RLBCX
PGEYX vs RLBCX Comparison
Open Charts PGEYX vs RLBCX
George Putnam Balanced Y
Price$26.10
Change+$0.12 (+0.46%)
VolumeN/A
Net Assets2.12B
American Funds American Balanced R3
Price$35.58
Change+$0.07 (+0.20%)
VolumeN/A
Net Assets243.43B
PGEYX vs RLBCX Comparison Chart
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PGEYX vs. RLBCX commentary
Jun 07, 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 RLBCX is a Buy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 243B vs. PGEYX (2.12B). PGEYX pays higher dividends than RLBCX: PGEYX (1.76) vs RLBCX (1.63). PGEYX was incepted earlier than RLBCX: PGEYX (31 years) vs RLBCX (23 years). RLBCX (0.89) is less costly to investors than PGEYX (0.68). PGEYX is a more actively managed with annual turnover of: 80.00 vs. RLBCX (44.00). PGEYX has a lower initial minimum investment than RLBCX: PGEYX (0) vs RLBCX (250). RLBCX annual gain was more profitable for investors over the last year : 6.77 vs. PGEYX (5.60). RLBCX return over 5 years is better than : 32.95 vs. PGEYX (31.31).
| PGEYX | RLBCX | PGEYX / RLBCX | |
| Total Expense Ratio | 0.68 | 0.89 | 76% |
| Annual Report Gross Expense Ratio | 0.68 | 0.89 | 76% |
| Fund Existence | 31 years | 23 years | - |
| Gain YTD | 1.436 | 4.555 | 32% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.12B | 243B | 1% |
| Annual Yield % from dividends | 1.76 | 1.63 | 108% |
| Returns for 1 year | 5.60 | 6.77 | 83% |
| Returns for 3 years | 28.88 | 21.28 | 136% |
| Returns for 5 years | 31.31 | 32.95 | 95% |
| Returns for 10 years | 75.43 | 56.45 | 134% |
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