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PGEYX vs RLBEX
PGEYX vs RLBEX Comparison
Open Charts PGEYX vs RLBEX
George Putnam Balanced Y
Price$28.58
Change+$0.09 (+0.32%)
VolumeN/A
Net Assets2.31B
American Funds American Balanced R4
Price$38.94
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.37B
PGEYX vs RLBEX Comparison Chart in %
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PGEYX vs. RLBEX 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 RLBEX is a Buy.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 265B vs. PGEYX (2.31B). RLBEX pays higher dividends than PGEYX: RLBEX (1.74) vs PGEYX (1.62). PGEYX was incepted earlier than RLBEX: PGEYX (32 years) vs RLBEX (23 years). PGEYX (0.68) is less costly to investors than RLBEX (0.59). PGEYX is a more actively managed with annual turnover of: 97.00 vs. RLBEX (44.00). PGEYX has a lower initial minimum investment than RLBEX: PGEYX (0) vs RLBEX (250). PGEYX (8.87) and RLBEX (8.70) have marching annual gain over last year. RLBEX return over 5 years is better than : 42.04 vs. PGEYX (34.93).
| PGEYX | RLBEX | PGEYX / RLBEX | |
| Total Expense Ratio | 0.68 | 0.59 | 115% |
| Annual Report Gross Expense Ratio | 0.68 | 0.59 | 115% |
| Fund Existence | 32 years | 23 years | - |
| Gain YTD | 12.038 | 14.631 | 82% |
| 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 | 1.74 | 93% |
| Returns for 1 year | 8.87 | 8.70 | 102% |
| Returns for 3 years | 55.39 | 50.52 | 110% |
| Returns for 5 years | 34.93 | 42.04 | 83% |
| Returns for 10 years | 98.77 | 77.69 | 127% |
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