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PGEYX vs RLBEX
PGEYX vs RLBEX Comparison
Open Charts PGEYX vs RLBEX
George Putnam Balanced Y
Price$26.10
Change+$0.12 (+0.46%)
VolumeN/A
Net Assets2.12B
American Funds American Balanced R4
Price$35.77
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets243.43B
PGEYX vs RLBEX Comparison Chart
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PGEYX vs. RLBEX 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 RLBEX is a Buy.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 243B vs. PGEYX (2.12B). RLBEX pays higher dividends than PGEYX: RLBEX (1.90) vs PGEYX (1.76). PGEYX was incepted earlier than RLBEX: PGEYX (31 years) vs RLBEX (23 years). PGEYX (0.68) is less costly to investors than RLBEX (0.59). PGEYX is a more actively managed with annual turnover of: 80.00 vs. RLBEX (44.00). PGEYX has a lower initial minimum investment than RLBEX: PGEYX (0) vs RLBEX (250). RLBEX annual gain was more profitable for investors over the last year : 7.11 vs. PGEYX (5.60). RLBEX return over 5 years is better than : 34.72 vs. PGEYX (31.31).
| PGEYX | RLBEX | PGEYX / RLBEX | |
| Total Expense Ratio | 0.68 | 0.59 | 115% |
| Annual Report Gross Expense Ratio | 0.68 | 0.59 | 115% |
| Fund Existence | 31 years | 23 years | - |
| Gain YTD | 1.436 | 4.698 | 31% |
| 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 | 1.90 | 92% |
| Returns for 1 year | 5.60 | 7.11 | 79% |
| Returns for 3 years | 28.88 | 22.20 | 130% |
| Returns for 5 years | 31.31 | 34.72 | 90% |
| Returns for 10 years | 75.43 | 61.31 | 123% |
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