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PGEYX vs RLBFX
PGEYX vs RLBFX Comparison
Open Charts PGEYX vs RLBFX
George Putnam Balanced Y
Price$26.06
Change+$0.18 (+0.70%)
VolumeN/A
Net Assets2.16B
American Funds American Balanced R5
Price$35.06
Change+$0.22 (+0.63%)
VolumeN/A
Net Assets240.18B
PGEYX vs RLBFX Comparison Chart
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PGEYX vs. RLBFX 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 RLBFX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 240B vs. PGEYX (2.16B). RLBFX pays higher dividends than PGEYX: RLBFX (2.50) vs PGEYX (1.32). PGEYX was incepted earlier than RLBFX: PGEYX (31 years) vs RLBFX (23 years). RLBFX is a more actively managed with annual turnover of: 171.00 vs. PGEYX (47.00). PGEYX has a lower initial minimum investment than RLBFX: PGEYX (0) vs RLBFX (250). PGEYX annual gain was more profitable for investors over the last year : 15.48 vs. RLBFX (12.61). RLBFX (31.46) and PGEYX (30.87) have equivalent 5 years return.
| PGEYX | RLBFX | PGEYX / RLBFX | |
| 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 | 1.948 | 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 | 2.50 | 53% |
| Returns for 1 year | 15.48 | 12.61 | 123% |
| Returns for 3 years | 18.84 | 13.10 | 144% |
| Returns for 5 years | 30.87 | 31.46 | 98% |
| Returns for 10 years | 79.56 | 58.66 | 136% |
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