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PGEYX vs RLBCX
PGEYX vs RLBCX Comparison
Open Charts PGEYX vs RLBCX
George Putnam Balanced Y
Price$24.39
Change+$1.28 (+5.54%)
VolumeN/A
Net Assets1.89B
American Funds American Balanced R3
Price$33.25
Change+$1.61 (+5.09%)
VolumeN/A
Net Assets217.49B
PGEYX vs RLBCX Comparison Chart
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PGEYX vs. RLBCX 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 RLBCX is a Buy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 217B vs. PGEYX (1.89B). PGEYX pays higher dividends than RLBCX: PGEYX (2.22) vs RLBCX (1.69). 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). RLBCX is a more actively managed with annual turnover of: 171.00 vs. PGEYX (80.00). 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 : -3.69 vs. RLBCX (-3.89). PGEYX (29.36) and RLBCX (28.45) have equivalent 5 years return.
| 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 | -9.770 | -7.023 | 139% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.89B | 217B | 1% |
| Annual Yield % from dividends | 2.22 | 1.69 | 131% |
| Returns for 1 year | -3.69 | -3.89 | 95% |
| Returns for 3 years | 9.85 | 4.21 | 234% |
| Returns for 5 years | 29.36 | 28.45 | 103% |
| Returns for 10 years | 54.22 | 37.45 | 145% |