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PGEYX vs RLBEX
PGEYX vs RLBEX Comparison
Open Charts PGEYX vs RLBEX
George Putnam Balanced Y
Price$26.06
Change+$0.18 (+0.70%)
VolumeN/A
Net Assets2.16B
American Funds American Balanced R4
Price$34.94
Change+$0.22 (+0.63%)
VolumeN/A
Net Assets240.18B
PGEYX vs RLBEX Comparison Chart
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PGEYX vs. RLBEX commentary
Jan 19, 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 Hold and RLBEX is a Buy.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 240B vs. PGEYX (2.16B). RLBEX pays higher dividends than PGEYX: RLBEX (2.24) vs PGEYX (1.32). PGEYX was incepted earlier than RLBEX: PGEYX (31 years) vs RLBEX (23 years). RLBEX is a more actively managed with annual turnover of: 171.00 vs. PGEYX (47.00). PGEYX has a lower initial minimum investment than RLBEX: PGEYX (0) vs RLBEX (250). PGEYX annual gain was more profitable for investors over the last year : 15.48 vs. RLBEX (12.28). PGEYX (30.87) and RLBEX (29.82) have equivalent 5 years return.
| PGEYX | RLBEX | PGEYX / RLBEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 31 years | 23 years | - |
| Gain YTD | 1.322 | 1.955 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.16B | 240B | 1% |
| Annual Yield % from dividends | 1.32 | 2.24 | 59% |
| Returns for 1 year | 15.48 | 12.28 | 126% |
| Returns for 3 years | 18.84 | 12.34 | 153% |
| Returns for 5 years | 30.87 | 29.82 | 104% |
| Returns for 10 years | 79.56 | 58.04 | 137% |
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