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PGEOX vs RLBAX
PGEOX vs RLBAX Comparison
Open Charts PGEOX vs RLBAX
George Putnam Balanced A
Price$28.46
Change+$0.05 (+0.18%)
VolumeN/A
Net Assets2.31B
American Funds American Balanced R1
Price$38.65
Change+$0.06 (+0.16%)
VolumeN/A
Net Assets265.73B
PGEOX vs RLBAX Comparison Chart in %
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PGEOX vs. RLBAX commentary
Oct 08, 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: 266B vs. PGEOX (2.31B). PGEOX pays higher dividends than RLBAX: PGEOX (1.44) vs RLBAX (1.10). 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 : 9.43 vs. RLBAX (8.74). RLBAX return over 5 years is better than : 39.17 vs. PGEOX (35.07).
| 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 | 12.020 | 14.035 | 86% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.31B | 266B | 1% |
| Annual Yield % from dividends | 1.44 | 1.10 | 131% |
| Returns for 1 year | 9.43 | 8.74 | 108% |
| Returns for 3 years | 55.88 | 48.33 | 116% |
| Returns for 5 years | 35.07 | 39.17 | 90% |
| Returns for 10 years | 94.97 | 69.11 | 137% |
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