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PGEOX vs RLBCX
PGEOX vs RLBCX Comparison
Open Charts PGEOX vs RLBCX
George Putnam Balanced A
Price$24.36
Change+$0.36 (+1.50%)
VolumeN/A
Net Assets1.96B
American Funds American Balanced R3
Price$33.48
Change+$0.43 (+1.30%)
VolumeN/A
Net Assets226.9B
PGEOX vs RLBCX Comparison Chart
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PGEOX vs. RLBCX commentary
Apr 25, 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: 227B vs. PGEOX (1.96B). PGEOX pays higher dividends than RLBCX: PGEOX (1.97) vs RLBCX (1.69). 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 . 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). RLBCX annual gain was more profitable for investors over the last year : 3.84 vs. PGEOX (2.63). RLBCX return over 5 years is better than : 33.97 vs. PGEOX (30.55).
| 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 | -5.842 | -1.616 | 361% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.96B | 227B | 1% |
| Annual Yield % from dividends | 1.97 | 1.69 | 117% |
| Returns for 1 year | 2.63 | 3.84 | 68% |
| Returns for 3 years | 17.40 | 13.60 | 128% |
| Returns for 5 years | 30.55 | 33.97 | 90% |
| Returns for 10 years | 56.63 | 44.52 | 127% |
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