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PGEYX vs RLBEX
PGEYX vs RLBEX Comparison
Open Charts PGEYX vs RLBEX
George Putnam Balanced Y
Price$26.81
Change+$0.06 (+0.22%)
VolumeN/A
Net Assets2.18B
American Funds American Balanced R4
Price$36.45
Change+$0.10 (+0.28%)
VolumeN/A
Net Assets249.42B
PGEYX vs RLBEX Comparison Chart in %
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PGEYX vs. RLBEX commentary
Jun 28, 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: 249B vs. PGEYX (2.18B). 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 : 7.61 vs. PGEYX (6.97). RLBEX return over 5 years is better than : 43.01 vs. PGEYX (38.82).
| 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 | 4.442 | 7.007 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.18B | 249B | 1% |
| Annual Yield % from dividends | 1.76 | 1.90 | 92% |
| Returns for 1 year | 6.97 | 7.61 | 92% |
| Returns for 3 years | 41.13 | 34.11 | 121% |
| Returns for 5 years | 38.82 | 43.01 | 90% |
| Returns for 10 years | 81.48 | 66.14 | 123% |
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