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PGEYX vs RLBFX
PGEYX vs RLBFX Comparison
Open Charts PGEYX vs RLBFX
George Putnam Balanced Y
Price$27.62
Change-$0.17 (-0.61%)
VolumeN/A
Net Assets2.24B
American Funds American Balanced R5
Price$37.68
Change-$0.14 (-0.37%)
VolumeN/A
Net Assets255.46B
PGEYX vs RLBFX Comparison Chart in %
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PGEYX vs. RLBFX commentary
Aug 31, 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: 255B vs. PGEYX (2.24B). RLBFX pays higher dividends than PGEYX: RLBFX (2.05) vs PGEYX (1.67). 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). PGEYX annual gain was more profitable for investors over the last year : 9.30 vs. RLBFX (8.03). RLBFX return over 5 years is better than : 38.60 vs. PGEYX (30.85).
| 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 | 8.942 | 10.390 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.24B | 255B | 1% |
| Annual Yield % from dividends | 1.67 | 2.05 | 82% |
| Returns for 1 year | 9.30 | 8.03 | 116% |
| Returns for 3 years | 42.39 | 37.24 | 114% |
| Returns for 5 years | 30.85 | 38.60 | 80% |
| Returns for 10 years | 99.50 | 79.68 | 125% |
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