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PGEYX vs RLBFX
PGEYX vs RLBFX Comparison
Open Charts PGEYX vs RLBFX
George Putnam Balanced Y
Price$27.30
Change+$0.09 (+0.33%)
VolumeN/A
Net Assets2.22B
American Funds American Balanced R5
Price$37.13
Change+$0.10 (+0.27%)
VolumeN/A
Net Assets253.12B
PGEYX vs RLBFX Comparison Chart in %
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PGEYX vs. RLBFX commentary
Aug 08, 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 StrongBuy and RLBFX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 253B vs. PGEYX (2.22B). RLBFX (2.08) and PGEYX (2.06) have matching dividends . 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 : 12.17 vs. RLBFX (11.12). RLBFX return over 5 years is better than : 38.36 vs. PGEYX (31.86).
| 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 | 7.021 | 8.779 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.22B | 253B | 1% |
| Annual Yield % from dividends | 2.06 | 2.08 | 99% |
| Returns for 1 year | 12.17 | 11.12 | 109% |
| Returns for 3 years | 36.04 | 32.24 | 112% |
| Returns for 5 years | 31.86 | 38.36 | 83% |
| Returns for 10 years | 85.42 | 67.86 | 126% |
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