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PGEOX vs RLBAX
PGEOX vs RLBAX Comparison
Open Charts PGEOX vs RLBAX
George Putnam Balanced A
Price$24.98
Change+$0.10 (+0.40%)
VolumeN/A
Net Assets2.06B
American Funds American Balanced R1
Price$34.04
Change+$0.08 (+0.24%)
VolumeN/A
Net Assets233.54B
PGEOX vs RLBAX Comparison Chart
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PGEOX vs. RLBAX commentary
Apr 04, 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 Hold and RLBAX is a Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 234B vs. PGEOX (2.06B). PGEOX pays higher dividends than RLBAX: PGEOX (1.97) vs RLBAX (1.27). PGEOX was incepted earlier than RLBAX: PGEOX (87 years) vs RLBAX (23 years). RLBAX (1.33) is less costly to investors than PGEOX (0.93). RLBAX is a more actively managed with annual turnover of: 171.00 vs. PGEOX (80.00). 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 : 4.08 vs. RLBAX (3.49). PGEOX return over 5 years is better than : 47.96 vs. RLBAX (45.32).
| PGEOX | RLBAX | PGEOX / RLBAX | |
| Total Expense Ratio | 0.93 | 1.33 | 70% |
| Annual Report Gross Expense Ratio | 0.93 | 1.33 | 70% |
| Fund Existence | 87 years | 23 years | - |
| Gain YTD | -2.389 | 0.213 | -1,120% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.06B | 234B | 1% |
| Annual Yield % from dividends | 1.97 | 1.27 | 155% |
| Returns for 1 year | 4.08 | 3.49 | 117% |
| Returns for 3 years | 16.04 | 10.40 | 154% |
| Returns for 5 years | 47.96 | 45.32 | 106% |
| Returns for 10 years | 64.55 | 46.20 | 140% |
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