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PGEYX vs RLBFX
PGEYX vs RLBFX Comparison
Open Charts PGEYX vs RLBFX
George Putnam Balanced Y
Price$26.81
Change+$0.06 (+0.22%)
VolumeN/A
Net Assets2.18B
American Funds American Balanced R5
Price$36.57
Change+$0.09 (+0.25%)
VolumeN/A
Net Assets249.42B
PGEYX vs RLBFX Comparison Chart in %
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PGEYX vs. RLBFX 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 RLBFX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 249B vs. PGEYX (2.18B). RLBFX pays higher dividends than PGEYX: RLBFX (2.18) vs PGEYX (1.76). 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 : 7.90 vs. PGEYX (6.97). RLBFX return over 5 years is better than : 44.86 vs. PGEYX (38.82).
| 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 | 4.442 | 7.138 | 62% |
| 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 | 2.18 | 81% |
| Returns for 1 year | 6.97 | 7.90 | 88% |
| Returns for 3 years | 41.13 | 35.14 | 117% |
| Returns for 5 years | 38.82 | 44.86 | 87% |
| Returns for 10 years | 81.48 | 67.01 | 122% |
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