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PGEYX vs RLBFX
PGEYX vs RLBFX Comparison
Open Charts PGEYX vs RLBFX
George Putnam Balanced Y
Price$26.10
Change+$0.12 (+0.46%)
VolumeN/A
Net Assets2.12B
American Funds American Balanced R5
Price$35.91
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets243.43B
PGEYX vs RLBFX Comparison Chart
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PGEYX vs. RLBFX commentary
Jun 07, 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: 243B vs. PGEYX (2.12B). 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 : 7.43 vs. PGEYX (5.60). RLBFX return over 5 years is better than : 36.46 vs. PGEYX (31.31).
| 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 | 1.436 | 4.819 | 30% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.12B | 243B | 1% |
| Annual Yield % from dividends | 1.76 | 2.18 | 81% |
| Returns for 1 year | 5.60 | 7.43 | 75% |
| Returns for 3 years | 28.88 | 23.09 | 125% |
| Returns for 5 years | 31.31 | 36.46 | 86% |
| Returns for 10 years | 75.43 | 62.07 | 122% |
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