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PGEYX vs RLBFX
PGEYX vs RLBFX Comparison
Open Charts PGEYX vs RLBFX
George Putnam Balanced Y
Price$29.02
Change+$0.06 (+0.21%)
VolumeN/A
Net Assets2.32B
American Funds American Balanced R5
Price$39.63
Change+$0.07 (+0.18%)
VolumeN/A
Net Assets268.19B
PGEYX vs RLBFX Comparison Chart in %
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PGEYX vs. RLBFX commentary
Nov 14, 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: 268B vs. PGEYX (2.32B). PGEYX (1.99) and RLBFX (1.97) have matching dividends . PGEYX was incepted earlier than RLBFX: PGEYX (32 years) vs RLBFX (24 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 annual gain was more profitable for investors over the last year : 10.28 vs. PGEYX (9.76). RLBFX return over 5 years is better than : 43.06 vs. PGEYX (35.17).
| 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 | 24 years | - |
| Gain YTD | 14.228 | 16.507 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.32B | 268B | 1% |
| Annual Yield % from dividends | 1.99 | 1.97 | 101% |
| Returns for 1 year | 9.76 | 10.28 | 95% |
| Returns for 3 years | 50.62 | 44.74 | 113% |
| Returns for 5 years | 35.17 | 43.06 | 82% |
| Returns for 10 years | 103.63 | 81.39 | 127% |
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