Ad is loading...
PGEYX vs RLBFX
PGEYX vs RLBFX Comparison
Open Charts PGEYX vs RLBFX
George Putnam Balanced Y
Price$24.39
Change+$1.28 (+5.54%)
VolumeN/A
Net Assets1.89B
American Funds American Balanced R5
Price$33.53
Change+$1.63 (+5.11%)
VolumeN/A
Net Assets217.49B
PGEYX vs RLBFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
PGEYX vs. RLBFX commentary
Apr 11, 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: 217B vs. PGEYX (1.89B). RLBFX (2.26) and PGEYX (2.22) 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 (0.30). RLBFX is a more actively managed with annual turnover of: 171.00 vs. PGEYX (80.00). 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 : -3.29 vs. PGEYX (-3.69). RLBFX return over 5 years is better than : 31.81 vs. PGEYX (29.36).
| PGEYX | RLBFX | PGEYX / RLBFX | |
| Total Expense Ratio | 0.68 | 0.30 | 227% |
| Annual Report Gross Expense Ratio | 0.68 | 0.30 | 227% |
| Fund Existence | 31 years | 23 years | - |
| Gain YTD | -9.770 | -6.886 | 142% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.89B | 217B | 1% |
| Annual Yield % from dividends | 2.22 | 2.26 | 98% |
| Returns for 1 year | -3.69 | -3.29 | 112% |
| Returns for 3 years | 9.85 | 5.75 | 171% |
| Returns for 5 years | 29.36 | 31.81 | 92% |
| Returns for 10 years | 54.22 | 42.36 | 128% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers