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PGEOX vs RLBCX
PGEOX vs RLBCX Comparison
Open Charts PGEOX vs RLBCX
George Putnam Balanced A
Price$26.82
Change-$0.07 (-0.26%)
VolumeN/A
Net Assets2.19B
American Funds American Balanced R3
Price$36.59
Change-$0.12 (-0.33%)
VolumeN/A
Net Assets252.03B
PGEOX vs RLBCX Comparison Chart in %
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PGEOX vs. RLBCX commentary
Jul 13, 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 RLBCX is a Buy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 252B vs. PGEOX (2.19B). RLBCX (1.57) and PGEOX (1.52) have matching dividends . PGEOX was incepted earlier than RLBCX: PGEOX (88 years) vs RLBCX (23 years). PGEOX (0.93) and RLBCX (0.89) have similar cost to investors . PGEOX is a more actively managed with annual turnover of: 80.00 vs. RLBCX (44.00). PGEOX has a lower initial minimum investment than RLBCX: PGEOX (0) vs RLBCX (250). RLBCX annual gain was more profitable for investors over the last year : 6.42 vs. PGEOX (5.85). RLBCX return over 5 years is better than : 38.26 vs. PGEOX (32.75).
| PGEOX | RLBCX | PGEOX / RLBCX | |
| Total Expense Ratio | 0.93 | 0.89 | 104% |
| Annual Report Gross Expense Ratio | 0.93 | 0.89 | 104% |
| Fund Existence | 88 years | 23 years | - |
| Gain YTD | 5.222 | 7.770 | 67% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.19B | 252B | 1% |
| Annual Yield % from dividends | 1.52 | 1.57 | 97% |
| Returns for 1 year | 5.85 | 6.42 | 91% |
| Returns for 3 years | 40.64 | 34.96 | 116% |
| Returns for 5 years | 32.75 | 38.26 | 86% |
| Returns for 10 years | 76.10 | 59.84 | 127% |
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