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PGEYX vs RLBGX
PGEYX vs RLBGX Comparison
Open Charts PGEYX vs RLBGX
George Putnam Balanced Y
Price$27.06
Change+$0.12 (+0.45%)
VolumeN/A
Net Assets2.2B
American Funds American Balanced R6
Price$36.90
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
PGEYX vs RLBGX Comparison Chart in %
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PGEYX vs. RLBGX commentary
Jul 07, 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 Buy and RLBGX is a Buy.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 252B vs. PGEYX (2.2B). RLBGX pays higher dividends than PGEYX: RLBGX (2.15) vs PGEYX (1.69). PGEYX was incepted earlier than RLBGX: PGEYX (31 years) vs RLBGX (16 years). PGEYX (0.68) is less costly to investors than RLBGX (0.25). PGEYX is a more actively managed with annual turnover of: 80.00 vs. RLBGX (44.00). PGEYX has a lower initial minimum investment than RLBGX: PGEYX (0) vs RLBGX (250). RLBGX annual gain was more profitable for investors over the last year : 8.24 vs. PGEYX (7.58). RLBGX return over 5 years is better than : 43.50 vs. PGEYX (36.84).
| PGEYX | RLBGX | PGEYX / RLBGX | |
| Total Expense Ratio | 0.68 | 0.25 | 272% |
| Annual Report Gross Expense Ratio | 0.68 | 0.25 | 272% |
| Fund Existence | 31 years | 16 years | - |
| Gain YTD | 5.653 | 8.259 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.2B | 252B | 1% |
| Annual Yield % from dividends | 1.69 | 2.15 | 79% |
| Returns for 1 year | 7.58 | 8.24 | 92% |
| Returns for 3 years | 41.76 | 36.31 | 115% |
| Returns for 5 years | 36.84 | 43.50 | 85% |
| Returns for 10 years | 83.15 | 68.54 | 121% |