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PGEYX vs RLBEX
PGEYX vs RLBEX Comparison
Open Charts PGEYX vs RLBEX
George Putnam Balanced Y
Price$24.39
Change+$1.28 (+5.54%)
VolumeN/A
Net Assets1.89B
American Funds American Balanced R4
Price$33.41
Change+$1.62 (+5.10%)
VolumeN/A
Net Assets217.49B
PGEYX vs RLBEX Comparison Chart
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PGEYX vs. RLBEX 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 RLBEX is a Buy.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 217B vs. PGEYX (1.89B). PGEYX pays higher dividends than RLBEX: PGEYX (2.22) vs RLBEX (1.97). PGEYX was incepted earlier than RLBEX: PGEYX (31 years) vs RLBEX (23 years). PGEYX (0.68) is less costly to investors than RLBEX (0.60). RLBEX is a more actively managed with annual turnover of: 171.00 vs. PGEYX (80.00). PGEYX has a lower initial minimum investment than RLBEX: PGEYX (0) vs RLBEX (250). RLBEX (-3.59) and PGEYX (-3.69) have marching annual gain over last year. RLBEX (30.13) and PGEYX (29.36) have equivalent 5 years return.
| PGEYX | RLBEX | PGEYX / RLBEX | |
| Total Expense Ratio | 0.68 | 0.60 | 113% |
| Annual Report Gross Expense Ratio | 0.68 | 0.60 | 113% |
| Fund Existence | 31 years | 23 years | - |
| Gain YTD | -9.770 | -6.951 | 141% |
| 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 | 1.97 | 112% |
| Returns for 1 year | -3.69 | -3.59 | 103% |
| Returns for 3 years | 9.85 | 4.98 | 198% |
| Returns for 5 years | 29.36 | 30.13 | 97% |
| Returns for 10 years | 54.22 | 41.70 | 130% |
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