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PGEYX vs RLBFX
PGEYX vs RLBFX Comparison
Open Charts PGEYX vs RLBFX
George Putnam Balanced Y
Price$28.33
Change-$0.03 (-0.11%)
VolumeN/A
Net Assets2.29B
American Funds American Balanced R5
Price$38.63
Change-$0.12 (-0.31%)
VolumeN/A
Net Assets264.15B
PGEYX vs RLBFX Comparison Chart in %
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PGEYX vs. RLBFX commentary
Sep 26, 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 Hold.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 264B vs. PGEYX (2.3B). RLBFX pays higher dividends than PGEYX: RLBFX (2.05) vs PGEYX (1.67). PGEYX was incepted earlier than RLBFX: PGEYX (32 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 (8.69) and RLBFX (8.62) have marching annual gain over last year. RLBFX return over 5 years is better than : 46.56 vs. PGEYX (38.46).
| PGEYX | RLBFX | PGEYX / RLBFX | |
| Total Expense Ratio | 0.68 | 0.29 | 234% |
| Annual Report Gross Expense Ratio | 0.68 | 0.29 | 234% |
| Fund Existence | 32 years | 23 years | - |
| Gain YTD | 11.058 | 13.567 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.3B | 264B | 1% |
| Annual Yield % from dividends | 1.67 | 2.05 | 82% |
| Returns for 1 year | 8.69 | 8.62 | 101% |
| Returns for 3 years | 54.44 | 50.32 | 108% |
| Returns for 5 years | 38.46 | 46.56 | 83% |
| Returns for 10 years | 103.13 | 84.53 | 122% |
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