Interact to see
Advertisement
Advertisement
PGEOX vs RLBCX
PGEOX vs RLBCX Comparison
Open Charts PGEOX vs RLBCX
George Putnam Balanced A
Price$26.03
Change-$0.05 (-0.19%)
VolumeN/A
Net Assets2.14B
American Funds American Balanced R3
Price$35.40
Change-$0.04 (-0.11%)
VolumeN/A
Net Assets244.53B
PGEOX vs RLBCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
PGEOX vs. RLBCX commentary
Jun 21, 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 Hold.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 245B vs. PGEOX (2.14B). RLBCX (1.63) and PGEOX (1.58) 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 annual gain was more profitable for investors over the last year : 4.68 vs. RLBCX (4.18). RLBCX return over 5 years is better than : 35.64 vs. PGEOX (32.00).
| 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 | 2.319 | 4.265 | 54% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.14B | 245B | 1% |
| Annual Yield % from dividends | 1.58 | 1.63 | 97% |
| Returns for 1 year | 4.68 | 4.18 | 112% |
| Returns for 3 years | 38.86 | 31.27 | 124% |
| Returns for 5 years | 32.00 | 35.64 | 90% |
| Returns for 10 years | 70.25 | 54.20 | 130% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement