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PGEOX vs RLBAX
PGEOX vs RLBAX Comparison
Open Charts PGEOX vs RLBAX
George Putnam Balanced A
Price$28.02
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets2.27B
American Funds American Balanced R1
Price$38.17
Change-$0.07 (-0.18%)
VolumeN/A
Net Assets262.26B
PGEOX vs RLBAX Comparison Chart in %
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PGEOX vs. RLBAX commentary
Sep 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 PGEOX is a Buy and RLBAX is a Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 262B vs. PGEOX (2.27B). PGEOX pays higher dividends than RLBAX: PGEOX (1.49) vs RLBAX (1.15). PGEOX was incepted earlier than RLBAX: PGEOX (88 years) vs RLBAX (23 years). RLBAX (1.31) is less costly to investors than PGEOX (0.93). PGEOX is a more actively managed with annual turnover of: 80.00 vs. RLBAX (44.00). PGEOX has a lower initial minimum investment than RLBAX: PGEOX (0) vs RLBAX (250). PGEOX (9.69) and RLBAX (9.46) have marching annual gain over last year. RLBAX return over 5 years is better than : 38.69 vs. PGEOX (34.92).
| PGEOX | RLBAX | PGEOX / RLBAX | |
| Total Expense Ratio | 0.93 | 1.31 | 71% |
| Annual Report Gross Expense Ratio | 0.93 | 1.31 | 71% |
| Fund Existence | 88 years | 23 years | - |
| Gain YTD | 10.288 | 12.515 | 82% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.27B | 262B | 1% |
| Annual Yield % from dividends | 1.49 | 1.15 | 129% |
| Returns for 1 year | 9.69 | 9.46 | 102% |
| Returns for 3 years | 45.15 | 39.28 | 115% |
| Returns for 5 years | 34.92 | 38.69 | 90% |
| Returns for 10 years | 93.60 | 70.15 | 133% |
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