Interact to see
Advertisement
Advertisement
PGEOX vs RLBAX
PGEOX vs RLBAX Comparison
Open Charts PGEOX vs RLBAX
George Putnam Balanced A
Price$28.18
Change-$0.16 (-0.56%)
VolumeN/A
Net Assets2.28B
American Funds American Balanced R1
Price$38.29
Change-$0.17 (-0.44%)
VolumeN/A
Net Assets263.89B
PGEOX vs RLBAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
PGEOX vs. RLBAX commentary
Nov 20, 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 Hold.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 264B vs. PGEOX (2.28B). PGEOX pays higher dividends than RLBAX: PGEOX (1.78) vs RLBAX (1.08). 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: 97.00 vs. RLBAX (44.00). PGEOX has a lower initial minimum investment than RLBAX: PGEOX (0) vs RLBAX (250). PGEOX (8.06) and RLBAX (7.96) have marching annual gain over last year. RLBAX return over 5 years is better than : 33.76 vs. PGEOX (29.97).
| 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 | 11.327 | 12.973 | 87% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.28B | 264B | 1% |
| Annual Yield % from dividends | 1.78 | 1.08 | 164% |
| Returns for 1 year | 8.06 | 7.96 | 101% |
| Returns for 3 years | 46.44 | 37.66 | 123% |
| Returns for 5 years | 29.97 | 33.76 | 89% |
| Returns for 10 years | 90.31 | 63.03 | 143% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement