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PGEOX vs RLBBX
PGEOX vs RLBBX Comparison
Open Charts PGEOX vs RLBBX
George Putnam Balanced A
Price$24.90
Change+$0.05 (+0.20%)
VolumeN/A
Net Assets2.05B
American Funds American Balanced R2
Price$34.06
Change+$0.04 (+0.12%)
VolumeN/A
Net Assets234.05B
PGEOX vs RLBBX Comparison Chart
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PGEOX vs. RLBBX commentary
May 09, 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 RLBBX is a Buy.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 234B vs. PGEOX (2.05B). PGEOX pays higher dividends than RLBBX: PGEOX (1.98) vs RLBBX (1.27). PGEOX was incepted earlier than RLBBX: PGEOX (88 years) vs RLBBX (23 years). RLBBX (1.32) is less costly to investors than PGEOX (0.93). PGEOX is a more actively managed with annual turnover of: 80.00 vs. RLBBX (44.00). PGEOX has a lower initial minimum investment than RLBBX: PGEOX (0) vs RLBBX (250). PGEOX (4.08) and RLBBX (3.92) have marching annual gain over last year. RLBBX (32.50) and PGEOX (31.98) have equivalent 5 years return.
| PGEOX | RLBBX | PGEOX / RLBBX | |
| Total Expense Ratio | 0.93 | 1.32 | 70% |
| Annual Report Gross Expense Ratio | 0.93 | 1.32 | 70% |
| Fund Existence | 88 years | 23 years | - |
| Gain YTD | -2.507 | 0.157 | -1,601% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.05B | 234B | 1% |
| Annual Yield % from dividends | 1.98 | 1.27 | 155% |
| Returns for 1 year | 4.08 | 3.92 | 104% |
| Returns for 3 years | 24.84 | 19.70 | 126% |
| Returns for 5 years | 31.98 | 32.50 | 98% |
| Returns for 10 years | 62.83 | 44.46 | 141% |
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