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PGEYX vs RLBCX
PGEYX vs RLBCX Comparison
Open Charts PGEYX vs RLBCX
George Putnam Balanced Y
Price$27.38
Change-$1.27 (-4.43%)
VolumeN/A
Net Assets2.3B
American Funds American Balanced R3
Price$38.13
Change-$0.57 (-1.47%)
VolumeN/A
Net Assets269.72B
PGEYX vs RLBCX Comparison Chart in %
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PGEYX vs. RLBCX commentary
Feb 04, 2026
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 RLBCX is a Hold.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 270B vs. PGEYX (2.3B). RLBCX (1.62) and PGEYX (1.58) have matching dividends . 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 : 10.97 vs. PGEYX (6.67). RLBCX return over 5 years is better than : 33.82 vs. PGEYX (28.09).
| 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 | 0.996 | 2.445 | 41% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.3B | 270B | 1% |
| Annual Yield % from dividends | 1.58 | 1.62 | 97% |
| Returns for 1 year | 6.67 | 10.97 | 61% |
| Returns for 3 years | 39.85 | 35.49 | 112% |
| Returns for 5 years | 28.09 | 33.82 | 83% |
| Returns for 10 years | 103.55 | 84.49 | 123% |
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