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PGEYX vs RLBFX
PGEYX vs RLBFX Comparison
Open Charts PGEYX vs RLBFX
George Putnam Balanced Y
Price$27.10
Change+$0.09 (+0.33%)
VolumeN/A
Net Assets2.19B
American Funds American Balanced R5
Price$36.96
Change+$0.09 (+0.24%)
VolumeN/A
Net Assets251.77B
PGEYX vs RLBFX Comparison Chart in %
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PGEYX vs. RLBFX 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 RLBFX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 252B vs. PGEYX (2.19B). RLBFX pays higher dividends than PGEYX: RLBFX (2.10) vs PGEYX (1.69). PGEYX was incepted earlier than RLBFX: PGEYX (31 years) vs RLBFX (23 years). PGEYX (0.68) is less costly to investors than RLBFX (0.29). PGEYX is a more actively managed with annual turnover of: 80.00 vs. RLBFX (44.00). PGEYX has a lower initial minimum investment than RLBFX: PGEYX (0) vs RLBFX (250). RLBFX annual gain was more profitable for investors over the last year : 7.38 vs. PGEYX (6.42). RLBFX return over 5 years is better than : 40.71 vs. PGEYX (33.36).
| PGEYX | RLBFX | PGEYX / RLBFX | |
| Total Expense Ratio | 0.68 | 0.29 | 234% |
| Annual Report Gross Expense Ratio | 0.68 | 0.29 | 234% |
| Fund Existence | 31 years | 23 years | - |
| Gain YTD | 5.457 | 8.281 | 66% |
| 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 | 2.10 | 81% |
| Returns for 1 year | 6.42 | 7.38 | 87% |
| Returns for 3 years | 41.43 | 37.11 | 112% |
| Returns for 5 years | 33.36 | 40.71 | 82% |
| Returns for 10 years | 79.66 | 65.29 | 122% |
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