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PGEOX vs RLBAX
PGEOX vs RLBAX Comparison
Open Charts PGEOX vs RLBAX
George Putnam Balanced A
Price$24.90
Change+$0.05 (+0.20%)
VolumeN/A
Net Assets2.05B
American Funds American Balanced R1
Price$34.02
Change+$0.04 (+0.12%)
VolumeN/A
Net Assets234.05B
PGEOX vs RLBAX Comparison Chart
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PGEOX vs. RLBAX commentary
May 09, 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: 234B vs. PGEOX (2.05B). PGEOX pays higher dividends than RLBAX: PGEOX (1.98) vs RLBAX (1.28). 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 (4.08) and RLBAX (3.92) have marching annual gain over last year. RLBAX (32.45) and PGEOX (31.98) have equivalent 5 years return.
| 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 | -2.507 | 0.154 | -1,624% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.05B | 234B | 1% |
| Annual Yield % from dividends | 1.98 | 1.28 | 155% |
| Returns for 1 year | 4.08 | 3.92 | 104% |
| Returns for 3 years | 24.84 | 19.69 | 126% |
| Returns for 5 years | 31.98 | 32.45 | 99% |
| Returns for 10 years | 62.83 | 44.47 | 141% |
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