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PGEOX vs RLBCX
PGEOX vs RLBCX Comparison
Open Charts PGEOX vs RLBCX
George Putnam Balanced A
Price$28.46
Change+$0.05 (+0.18%)
VolumeN/A
Net Assets2.31B
American Funds American Balanced R3
Price$38.77
Change+$0.06 (+0.15%)
VolumeN/A
Net Assets265.73B
PGEOX vs RLBCX Comparison Chart in %
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PGEOX vs. RLBCX 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 RLBCX is a Buy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 266B vs. PGEOX (2.31B). RLBCX (1.49) and PGEOX (1.44) 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). PGEOX (9.43) and RLBCX (9.24) have marching annual gain over last year. RLBCX return over 5 years is better than : 41.76 vs. PGEOX (35.07).
| 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 | 12.020 | 14.423 | 83% |
| 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 | 1.49 | 97% |
| Returns for 1 year | 9.43 | 9.24 | 102% |
| Returns for 3 years | 55.88 | 50.17 | 111% |
| Returns for 5 years | 35.07 | 41.76 | 84% |
| Returns for 10 years | 94.97 | 73.69 | 129% |
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