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PGEYX vs RLBFX
PGEYX vs RLBFX Comparison
Open Charts PGEYX vs RLBFX
George Putnam Balanced Y
Price$27.33
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets2.3B
American Funds American Balanced R5
Price$37.75
Change+$0.04 (+0.11%)
VolumeN/A
Net Assets269.37B
PGEYX vs RLBFX Comparison Chart in %
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PGEYX vs. RLBFX commentary
Dec 28, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 269B vs. PGEYX (2.3B). RLBFX pays higher dividends than PGEYX: RLBFX (1.93) vs PGEYX (1.15). 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 : 9.39 vs. PGEYX (5.89). RLBFX return over 5 years is better than : 36.42 vs. PGEYX (30.95).
| 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 | 7.576 | 10.980 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.3B | 269B | 1% |
| Annual Yield % from dividends | 1.15 | 1.93 | 59% |
| Returns for 1 year | 5.89 | 9.39 | 63% |
| Returns for 3 years | 47.57 | 39.23 | 121% |
| Returns for 5 years | 30.95 | 36.42 | 85% |
| Returns for 10 years | 89.47 | 76.59 | 117% |
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