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PGEYX vs RLBCX
PGEYX vs RLBCX Comparison
Open Charts PGEYX vs RLBCX
George Putnam Balanced Y
Price$27.30
Change+$0.09 (+0.33%)
VolumeN/A
Net Assets2.22B
American Funds American Balanced R3
Price$36.81
Change+$0.10 (+0.27%)
VolumeN/A
Net Assets253.12B
PGEYX vs RLBCX Comparison Chart in %
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PGEYX vs. RLBCX commentary
Aug 08, 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 StrongBuy and RLBCX is a Buy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 253B vs. PGEYX (2.22B). PGEYX pays higher dividends than RLBCX: PGEYX (2.06) vs RLBCX (1.56). 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). PGEYX annual gain was more profitable for investors over the last year : 12.17 vs. RLBCX (10.44). RLBCX return over 5 years is better than : 34.86 vs. PGEYX (31.86).
| 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 | 7.021 | 8.418 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.22B | 253B | 1% |
| Annual Yield % from dividends | 2.06 | 1.56 | 133% |
| Returns for 1 year | 12.17 | 10.44 | 117% |
| Returns for 3 years | 36.04 | 30.17 | 119% |
| Returns for 5 years | 31.86 | 34.86 | 91% |
| Returns for 10 years | 85.42 | 61.84 | 138% |
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