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PGEOX vs RLBAX
PGEOX vs RLBAX Comparison
Open Charts PGEOX vs RLBAX
George Putnam Balanced A
Price$27.26
Change+$0.13 (+0.48%)
VolumeN/A
Net Assets2.23B
American Funds American Balanced R1
Price$36.79
Change+$0.13 (+0.35%)
VolumeN/A
Net Assets252.99B
PGEOX vs RLBAX Comparison Chart in %
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PGEOX vs. RLBAX commentary
Aug 10, 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 StrongBuy and RLBAX is a Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 253B vs. PGEOX (2.23B). PGEOX pays higher dividends than RLBAX: PGEOX (1.82) vs RLBAX (1.17). 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 annual gain was more profitable for investors over the last year : 11.54 vs. RLBAX (9.31). RLBAX return over 5 years is better than : 32.80 vs. PGEOX (30.64).
| 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 | 7.296 | 8.447 | 86% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.23B | 253B | 1% |
| Annual Yield % from dividends | 1.82 | 1.17 | 156% |
| Returns for 1 year | 11.54 | 9.31 | 124% |
| Returns for 3 years | 35.81 | 29.22 | 123% |
| Returns for 5 years | 30.64 | 32.80 | 93% |
| Returns for 10 years | 81.14 | 57.96 | 140% |