Interact to see
Advertisement
Advertisement
PGEYX vs RLBAX
PGEYX vs RLBAX Comparison
Open Charts PGEYX vs RLBAX
George Putnam Balanced Y
Price$27.59
Change-$0.07 (-0.25%)
VolumeN/A
Net Assets2.24B
American Funds American Balanced R1
Price$37.06
Change-$0.08 (-0.22%)
VolumeN/A
Net Assets256.26B
PGEYX vs RLBAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
PGEYX vs. RLBAX commentary
Aug 18, 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: 256B vs. PGEYX (2.24B). PGEYX pays higher dividends than RLBAX: PGEYX (2.06) vs RLBAX (1.17). 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 : 9.36 vs. RLBAX (7.15). RLBAX (33.77) and PGEYX (33.14) have equivalent 5 years return.
| 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 | 8.158 | 9.243 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.24B | 256B | 1% |
| Annual Yield % from dividends | 2.06 | 1.17 | 177% |
| Returns for 1 year | 9.36 | 7.15 | 131% |
| Returns for 3 years | 33.93 | 27.06 | 125% |
| Returns for 5 years | 33.14 | 33.77 | 98% |
| Returns for 10 years | 86.84 | 59.12 | 147% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement