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PGEYX vs RLBAX
PGEYX vs RLBAX Comparison
Open Charts PGEYX vs RLBAX
George Putnam Balanced Y
Price$27.78
Change-$0.01 (-0.04%)
VolumeN/A
Net Assets2.25B
American Funds American Balanced R1
Price$37.59
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets259.11B
PGEYX vs RLBAX Comparison Chart in %
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PGEYX vs. RLBAX commentary
Sep 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 Buy and RLBAX is a Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 259B vs. PGEYX (2.25B). PGEYX pays higher dividends than RLBAX: PGEYX (1.67) vs RLBAX (1.15). PGEYX was incepted earlier than RLBAX: PGEYX (31 years) vs RLBAX (23 years). RLBAX (1.31) is less costly to investors than PGEYX (0.68). PGEYX is a more actively managed with annual turnover of: 80.00 vs. RLBAX (44.00). PGEYX has a lower initial minimum investment than RLBAX: PGEYX (0) vs RLBAX (250). PGEYX annual gain was more profitable for investors over the last year : 10.02 vs. RLBAX (9.12). RLBAX return over 5 years is better than : 35.40 vs. PGEYX (32.73).
| PGEYX | RLBAX | PGEYX / RLBAX | |
| Total Expense Ratio | 0.68 | 1.31 | 52% |
| Annual Report Gross Expense Ratio | 0.68 | 1.31 | 52% |
| Fund Existence | 31 years | 23 years | - |
| Gain YTD | 8.902 | 10.805 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.25B | 259B | 1% |
| Annual Yield % from dividends | 1.67 | 1.15 | 145% |
| Returns for 1 year | 10.02 | 9.12 | 110% |
| Returns for 3 years | 44.74 | 37.15 | 120% |
| Returns for 5 years | 32.73 | 35.40 | 92% |
| Returns for 10 years | 95.79 | 67.71 | 141% |
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