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PGEYX vs RLBFX
PGEYX vs RLBFX Comparison
Open Charts PGEYX vs RLBFX
George Putnam Balanced Y
Price$28.58
Change+$0.09 (+0.32%)
VolumeN/A
Net Assets2.31B
American Funds American Balanced R5
Price$39.08
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.37B
PGEYX vs RLBFX Comparison Chart in %
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PGEYX vs. RLBFX 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 RLBFX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 265B vs. PGEYX (2.31B). RLBFX pays higher dividends than PGEYX: RLBFX (2.00) vs PGEYX (1.62). PGEYX was incepted earlier than RLBFX: PGEYX (32 years) vs RLBFX (23 years). PGEYX (0.68) is less costly to investors than RLBFX (0.29). PGEYX is a more actively managed with annual turnover of: 97.00 vs. RLBFX (44.00). PGEYX has a lower initial minimum investment than RLBFX: PGEYX (0) vs RLBFX (250). RLBFX (9.05) and PGEYX (8.87) have marching annual gain over last year. RLBFX return over 5 years is better than : 43.90 vs. PGEYX (34.93).
| PGEYX | RLBFX | PGEYX / RLBFX | |
| Total Expense Ratio | 0.68 | 0.29 | 234% |
| Annual Report Gross Expense Ratio | 0.68 | 0.29 | 234% |
| Fund Existence | 32 years | 23 years | - |
| Gain YTD | 12.038 | 14.890 | 81% |
| 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 | 2.00 | 81% |
| Returns for 1 year | 8.87 | 9.05 | 98% |
| Returns for 3 years | 55.39 | 51.85 | 107% |
| Returns for 5 years | 34.93 | 43.90 | 80% |
| Returns for 10 years | 98.77 | 78.80 | 125% |
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