Interact to see
Advertisement
Advertisement
PGEOX vs RLBCX
PGEOX vs RLBCX Comparison
Open Charts PGEOX vs RLBCX
George Putnam Balanced A
Price$27.26
Change+$0.13 (+0.48%)
VolumeN/A
Net Assets2.23B
American Funds American Balanced R3
Price$36.91
Change+$0.12 (+0.33%)
VolumeN/A
Net Assets253.84B
PGEOX vs RLBCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
PGEOX vs. RLBCX commentary
Aug 10, 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 StrongBuy and RLBCX is a Buy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 254B vs. PGEOX (2.23B). PGEOX pays higher dividends than RLBCX: PGEOX (1.82) vs RLBCX (1.56). 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 annual gain was more profitable for investors over the last year : 11.54 vs. RLBCX (9.77). RLBCX return over 5 years is better than : 35.23 vs. PGEOX (30.64).
| 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 | 7.296 | 8.712 | 84% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.23B | 254B | 1% |
| Annual Yield % from dividends | 1.82 | 1.56 | 117% |
| Returns for 1 year | 11.54 | 9.77 | 118% |
| Returns for 3 years | 35.81 | 30.66 | 117% |
| Returns for 5 years | 30.64 | 35.23 | 87% |
| Returns for 10 years | 81.14 | 61.95 | 131% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement