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PGEYX vs RLBCX
PGEYX vs RLBCX Comparison
Open Charts PGEYX vs RLBCX
George Putnam Balanced Y
Price$27.33
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets2.3B
American Funds American Balanced R3
Price$37.42
Change+$0.03 (+0.08%)
VolumeN/A
Net Assets269.37B
PGEYX vs RLBCX Comparison Chart in %
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PGEYX vs. RLBCX commentary
Dec 28, 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 RLBCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 269B vs. PGEYX (2.3B). RLBCX pays higher dividends than PGEYX: RLBCX (1.44) vs PGEYX (1.15). PGEYX was incepted earlier than RLBCX: PGEYX (32 years) vs RLBCX (24 years). RLBCX (0.89) is less costly to investors than PGEYX (0.66). PGEYX is a more actively managed with annual turnover of: 97.00 vs. RLBCX (44.00). PGEYX has a lower initial minimum investment than RLBCX: PGEYX (0) vs RLBCX (250). RLBCX annual gain was more profitable for investors over the last year : 8.81 vs. PGEYX (5.89). RLBCX return over 5 years is better than : 33.04 vs. PGEYX (30.95).
| PGEYX | RLBCX | PGEYX / RLBCX | |
| Total Expense Ratio | 0.66 | 0.89 | 74% |
| Annual Report Gross Expense Ratio | 0.66 | 0.89 | 74% |
| Fund Existence | 32 years | 24 years | - |
| Gain YTD | 7.576 | 10.439 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.3B | 269B | 1% |
| Annual Yield % from dividends | 1.15 | 1.44 | 80% |
| Returns for 1 year | 5.89 | 8.81 | 67% |
| Returns for 3 years | 47.57 | 36.85 | 129% |
| Returns for 5 years | 30.95 | 33.04 | 94% |
| Returns for 10 years | 89.47 | 69.88 | 128% |
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