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PGEYX vs RLBCX
PGEYX vs RLBCX Comparison
Open Charts PGEYX vs RLBCX
George Putnam Balanced Y
Price$27.62
Change-$0.17 (-0.61%)
VolumeN/A
Net Assets2.24B
American Funds American Balanced R3
Price$37.34
Change-$0.14 (-0.37%)
VolumeN/A
Net Assets255.46B
PGEYX vs RLBCX Comparison Chart in %
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PGEYX vs. RLBCX commentary
Aug 31, 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: 255B vs. PGEYX (2.24B). PGEYX pays higher dividends than RLBCX: PGEYX (1.67) vs RLBCX (1.53). 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 : 9.30 vs. RLBCX (7.35). RLBCX return over 5 years is better than : 35.08 vs. PGEYX (30.85).
| 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 | 8.942 | 9.979 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.24B | 255B | 1% |
| Annual Yield % from dividends | 1.67 | 1.53 | 109% |
| Returns for 1 year | 9.30 | 7.35 | 127% |
| Returns for 3 years | 42.39 | 35.06 | 121% |
| Returns for 5 years | 30.85 | 35.08 | 88% |
| Returns for 10 years | 99.50 | 73.22 | 136% |
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