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PGEOX vs RLBCX
PGEOX vs RLBCX Comparison
Open Charts PGEOX vs RLBCX
George Putnam Balanced A
Price$24.98
Change+$0.10 (+0.40%)
VolumeN/A
Net Assets2.06B
American Funds American Balanced R3
Price$34.14
Change+$0.08 (+0.23%)
VolumeN/A
Net Assets235.03B
PGEOX vs RLBCX Comparison Chart
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PGEOX vs. RLBCX commentary
Apr 04, 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 Hold and RLBCX is a Buy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 235B vs. PGEOX (2.06B). PGEOX pays higher dividends than RLBCX: PGEOX (1.97) vs RLBCX (1.69). PGEOX was incepted earlier than RLBCX: PGEOX (87 years) vs RLBCX (23 years). PGEOX (0.93) and RLBCX (0.89) have similar cost to investors . RLBCX is a more actively managed with annual turnover of: 171.00 vs. PGEOX (80.00). PGEOX has a lower initial minimum investment than RLBCX: PGEOX (0) vs RLBCX (250). PGEOX (4.08) and RLBCX (3.92) have marching annual gain over last year. RLBCX (47.99) and PGEOX (47.96) have equivalent 5 years return.
| PGEOX | RLBCX | PGEOX / RLBCX | |
| Total Expense Ratio | 0.93 | 0.89 | 104% |
| Annual Report Gross Expense Ratio | 0.93 | 0.89 | 104% |
| Fund Existence | 87 years | 23 years | - |
| Gain YTD | -2.389 | 0.323 | -740% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.06B | 235B | 1% |
| Annual Yield % from dividends | 1.97 | 1.69 | 117% |
| Returns for 1 year | 4.08 | 3.92 | 104% |
| Returns for 3 years | 16.04 | 11.56 | 139% |
| Returns for 5 years | 47.96 | 47.99 | 100% |
| Returns for 10 years | 64.55 | 49.82 | 130% |
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