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PGEYX vs RLBEX
PGEYX vs RLBEX Comparison
Open Charts PGEYX vs RLBEX
George Putnam Balanced Y
Price$27.30
Change+$0.09 (+0.33%)
VolumeN/A
Net Assets2.22B
American Funds American Balanced R4
Price$36.99
Change+$0.09 (+0.24%)
VolumeN/A
Net Assets253.12B
PGEYX vs RLBEX Comparison Chart in %
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PGEYX vs. RLBEX commentary
Aug 08, 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 StrongBuy and RLBEX is a Buy.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 253B vs. PGEYX (2.22B). PGEYX pays higher dividends than RLBEX: PGEYX (2.06) vs RLBEX (1.81). 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). PGEYX annual gain was more profitable for investors over the last year : 12.17 vs. RLBEX (10.77). RLBEX return over 5 years is better than : 36.60 vs. PGEYX (31.86).
| 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 | 7.021 | 8.592 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.22B | 253B | 1% |
| Annual Yield % from dividends | 2.06 | 1.81 | 114% |
| Returns for 1 year | 12.17 | 10.77 | 113% |
| Returns for 3 years | 36.04 | 31.19 | 116% |
| Returns for 5 years | 31.86 | 36.60 | 87% |
| Returns for 10 years | 85.42 | 66.90 | 128% |
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