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PGEYX vs RLBFX
PGEYX vs RLBFX Comparison
Open Charts PGEYX vs RLBFX
George Putnam Balanced Y
Price$27.38
Change-$1.27 (-4.43%)
VolumeN/A
Net Assets2.3B
American Funds American Balanced R5
Price$38.49
Change-$0.54 (-1.38%)
VolumeN/A
Net Assets269.72B
PGEYX vs RLBFX Comparison Chart in %
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PGEYX vs. RLBFX 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 RLBFX is a Hold.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 270B vs. PGEYX (2.3B). RLBFX pays higher dividends than PGEYX: RLBFX (2.13) vs PGEYX (1.58). PGEYX was incepted earlier than RLBFX: PGEYX (32 years) vs RLBFX (24 years). PGEYX (0.66) 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 : 11.69 vs. PGEYX (6.67). RLBFX return over 5 years is better than : 37.38 vs. PGEYX (28.09).
| PGEYX | RLBFX | PGEYX / RLBFX | |
| Total Expense Ratio | 0.66 | 0.29 | 228% |
| Annual Report Gross Expense Ratio | 0.66 | 0.29 | 228% |
| Fund Existence | 32 years | 24 years | - |
| Gain YTD | 0.996 | 2.503 | 40% |
| 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 | 2.13 | 74% |
| Returns for 1 year | 6.67 | 11.69 | 57% |
| Returns for 3 years | 39.85 | 38.02 | 105% |
| Returns for 5 years | 28.09 | 37.38 | 75% |
| Returns for 10 years | 103.55 | 91.94 | 113% |
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