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PGEOX vs RLBAX
PGEOX vs RLBAX Comparison
Open Charts PGEOX vs RLBAX
George Putnam Balanced A
Price$25.58
Change-$0.55 (-2.10%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R1
Price$33.94
Change-$0.82 (-2.36%)
VolumeN/A
CapitalizationN/A
PGEOX vs RLBAX Comparison Chart
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PGEOX vs. RLBAX commentary
Dec 19, 2024
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 StrongBuy and RLBAX is a Hold.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 241B vs. PGEOX (2.15B). RLBAX pays higher dividends than PGEOX: RLBAX (1.59) vs PGEOX (1.11). PGEOX was incepted earlier than RLBAX: PGEOX (87 years) vs RLBAX (23 years). RLBAX is a more actively managed with annual turnover of: 171.00 vs. PGEOX (47.00). PGEOX has a lower initial minimum investment than RLBAX: PGEOX (0) vs RLBAX (250). PGEOX annual gain was more profitable for investors over the last year : 16.94 vs. RLBAX (11.90). PGEOX return over 5 years is better than : 33.66 vs. RLBAX (28.83).
| PGEOX | RLBAX | PGEOX / RLBAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 87 years | 23 years | - |
| Gain YTD | 16.072 | 10.911 | 147% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.15B | 241B | 1% |
| Annual Yield % from dividends | 1.11 | 1.59 | 70% |
| Returns for 1 year | 16.94 | 11.90 | 142% |
| Returns for 3 years | 16.73 | 10.12 | 165% |
| Returns for 5 years | 33.66 | 28.83 | 117% |
| Returns for 10 years | 74.61 | 40.93 | 182% |
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