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PGEYX vs RLBEX
PGEYX vs RLBEX Comparison
Open Charts PGEYX vs RLBEX
George Putnam Balanced Y
Price$27.10
Change+$0.09 (+0.33%)
VolumeN/A
Net Assets2.19B
American Funds American Balanced R4
Price$36.83
Change+$0.09 (+0.24%)
VolumeN/A
Net Assets251.77B
PGEYX vs RLBEX Comparison Chart in %
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PGEYX vs. RLBEX commentary
Jul 18, 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: 252B vs. PGEYX (2.19B). RLBEX pays higher dividends than PGEYX: RLBEX (1.83) vs PGEYX (1.69). 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 : 7.02 vs. PGEYX (6.42). RLBEX return over 5 years is better than : 38.92 vs. PGEYX (33.36).
| 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 | 5.457 | 8.122 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.19B | 252B | 1% |
| Annual Yield % from dividends | 1.69 | 1.83 | 92% |
| Returns for 1 year | 6.42 | 7.02 | 91% |
| Returns for 3 years | 41.43 | 36.03 | 115% |
| Returns for 5 years | 33.36 | 38.92 | 86% |
| Returns for 10 years | 79.66 | 64.39 | 124% |
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