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PGEYX vs RLBCX
PGEYX vs RLBCX Comparison
Open Charts PGEYX vs RLBCX
George Putnam Balanced Y
Price$26.81
Change+$0.06 (+0.22%)
VolumeN/A
Net Assets2.18B
American Funds American Balanced R3
Price$36.28
Change+$0.10 (+0.28%)
VolumeN/A
Net Assets249.42B
PGEYX vs RLBCX Comparison Chart in %
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PGEYX vs. RLBCX commentary
Jun 28, 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: 249B vs. PGEYX (2.18B). 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 (7.24) and PGEYX (6.97) have marching annual gain over last year. RLBCX return over 5 years is better than : 41.21 vs. PGEYX (38.82).
| 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 | 4.442 | 6.857 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.18B | 249B | 1% |
| Annual Yield % from dividends | 1.76 | 1.63 | 108% |
| Returns for 1 year | 6.97 | 7.24 | 96% |
| Returns for 3 years | 41.13 | 33.02 | 125% |
| Returns for 5 years | 38.82 | 41.21 | 94% |
| Returns for 10 years | 81.48 | 61.08 | 133% |
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