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PGEYX vs RLBBX
PGEYX vs RLBBX Comparison
Open Charts PGEYX vs RLBBX
George Putnam Balanced Y
Price$28.58
Change+$0.09 (+0.32%)
VolumeN/A
Net Assets2.31B
American Funds American Balanced R2
Price$38.66
Change+$0.03 (+0.08%)
VolumeN/A
Net Assets265.37B
PGEYX vs RLBBX Comparison Chart in %
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PGEYX vs. RLBBX commentary
Oct 19, 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 RLBBX is a Buy.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 265B vs. PGEYX (2.31B). PGEYX pays higher dividends than RLBBX: PGEYX (1.62) vs RLBBX (1.11). PGEYX was incepted earlier than RLBBX: PGEYX (32 years) vs RLBBX (23 years). RLBBX (1.32) is less costly to investors than PGEYX (0.68). PGEYX is a more actively managed with annual turnover of: 97.00 vs. RLBBX (44.00). PGEYX has a lower initial minimum investment than RLBBX: PGEYX (0) vs RLBBX (250). PGEYX annual gain was more profitable for investors over the last year : 8.87 vs. RLBBX (7.84). RLBBX return over 5 years is better than : 37.69 vs. PGEYX (34.93).
| PGEYX | RLBBX | PGEYX / RLBBX | |
| Total Expense Ratio | 0.68 | 1.32 | 52% |
| Annual Report Gross Expense Ratio | 0.68 | 1.32 | 52% |
| Fund Existence | 32 years | 23 years | - |
| Gain YTD | 12.038 | 13.938 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.31B | 265B | 1% |
| Annual Yield % from dividends | 1.62 | 1.11 | 147% |
| Returns for 1 year | 8.87 | 7.84 | 113% |
| Returns for 3 years | 55.39 | 47.43 | 117% |
| Returns for 5 years | 34.93 | 37.69 | 93% |
| Returns for 10 years | 98.77 | 67.64 | 146% |