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PGEOX vs RLBAX
PGEOX vs RLBAX Comparison
Open Charts PGEOX vs RLBAX
George Putnam Balanced A
Price$25.92
Change+$0.18 (+0.70%)
VolumeN/A
Net Assets2.16B
American Funds American Balanced R1
Price$34.66
Change+$0.21 (+0.61%)
VolumeN/A
Net Assets240.18B
PGEOX vs RLBAX Comparison Chart
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PGEOX vs. RLBAX commentary
Jan 19, 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: 240B vs. PGEOX (2.16B). 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 : 15.24 vs. RLBAX (11.41). PGEOX return over 5 years is better than : 29.16 vs. RLBAX (25.82).
| 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 | 1.329 | 1.911 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.16B | 240B | 1% |
| Annual Yield % from dividends | 1.11 | 1.59 | 70% |
| Returns for 1 year | 15.24 | 11.41 | 134% |
| Returns for 3 years | 17.92 | 10.53 | 170% |
| Returns for 5 years | 29.16 | 25.82 | 113% |
| Returns for 10 years | 75.17 | 49.89 | 151% |