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PGEYX vs RLEFX
PGEYX vs RLEFX Comparison
Open Charts PGEYX vs RLEFX
George Putnam Balanced Y
Price$26.18
Change-$0.19 (-0.72%)
VolumeN/A
Net Assets2.13B
American Funds American Balanced R5E
Price$35.60
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets244.39B
PGEYX vs RLEFX Comparison Chart
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PGEYX vs. RLEFX commentary
Jun 15, 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 RLEFX is a Buy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 244B vs. PGEYX (2.14B). RLEFX pays higher dividends than PGEYX: RLEFX (2.09) vs PGEYX (1.76). PGEYX was incepted earlier than RLEFX: PGEYX (31 years) vs RLEFX (10 years). PGEYX (0.68) is less costly to investors than RLEFX (0.39). PGEYX is a more actively managed with annual turnover of: 80.00 vs. RLEFX (44.00). PGEYX has a lower initial minimum investment than RLEFX: PGEYX (0) vs RLEFX (250). RLEFX annual gain was more profitable for investors over the last year : 5.49 vs. PGEYX (5.07). RLEFX return over 5 years is better than : 39.46 vs. PGEYX (35.60).
| PGEYX | RLEFX | PGEYX / RLEFX | |
| Total Expense Ratio | 0.68 | 0.39 | 174% |
| Annual Report Gross Expense Ratio | 0.68 | 0.39 | 174% |
| Fund Existence | 31 years | 10 years | - |
| Gain YTD | 2.217 | 4.524 | 49% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.14B | 244B | 1% |
| Annual Yield % from dividends | 1.76 | 2.09 | 84% |
| Returns for 1 year | 5.07 | 5.49 | 92% |
| Returns for 3 years | 40.53 | 33.28 | 122% |
| Returns for 5 years | 35.60 | 39.46 | 90% |
| Returns for 10 years | 75.55 | N/A | - |
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