Ad is loading...
PGEYX vs RLBFX
PGEYX vs RLBFX Comparison
Open Charts PGEYX vs RLBFX
George Putnam Balanced Y
Price$26.13
Change-$0.26 (-0.99%)
VolumeN/A
Net Assets2.15B
American Funds American Balanced R5
Price$35.39
Change-$0.35 (-0.98%)
VolumeN/A
Net Assets242.17B
PGEYX vs RLBFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
PGEYX vs. RLBFX commentary
Feb 23, 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 Hold.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 242B vs. PGEYX (2.15B). 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 : 10.98 vs. RLBFX (9.54). RLBFX return over 5 years is better than : 31.70 vs. PGEYX (30.01).
| 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 | 1.594 | 2.908 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.15B | 242B | 1% |
| Annual Yield % from dividends | 1.32 | 2.50 | 53% |
| Returns for 1 year | 10.98 | 9.54 | 115% |
| Returns for 3 years | 24.36 | 18.32 | 133% |
| Returns for 5 years | 30.01 | 31.70 | 95% |
| Returns for 10 years | 73.83 | 55.11 | 134% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| EAMAX | 16.56 | -0.04 | -0.24% |
| Lord Abbett Emerging Markets Equity A | |||
| RTISX | 10.70 | -0.07 | -0.65% |
| Russell Inv Multifactor Intl Eq S | |||
| JEMKX | 9.70 | -0.08 | -0.82% |
| JHancock Emerging Markets Equity R2 | |||
| DNLRX | 60.49 | -1.31 | -2.12% |
| BNY Mellon Active MidCap I | |||
| FDEIX | 24.85 | -0.54 | -2.13% |
| Fidelity Advisor Capital Development I | |||