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PGEOX vs RLBEX
PGEOX vs RLBEX Comparison
Open Charts PGEOX vs RLBEX
George Putnam Balanced A
Price$27.26
Change+$0.13 (+0.48%)
VolumeN/A
Net Assets2.23B
American Funds American Balanced R4
Price$37.10
Change+$0.12 (+0.32%)
VolumeN/A
Net Assets253.84B
PGEOX vs RLBEX Comparison Chart in %
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PGEOX vs. RLBEX 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 RLBEX is a Buy.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 254B vs. PGEOX (2.23B). PGEOX (1.82) and RLBEX (1.81) have matching dividends . PGEOX was incepted earlier than RLBEX: PGEOX (88 years) vs RLBEX (23 years). PGEOX (0.93) is less costly to investors than RLBEX (0.59). PGEOX is a more actively managed with annual turnover of: 80.00 vs. RLBEX (44.00). PGEOX has a lower initial minimum investment than RLBEX: PGEOX (0) vs RLBEX (250). PGEOX annual gain was more profitable for investors over the last year : 11.54 vs. RLBEX (10.13). RLBEX return over 5 years is better than : 37.00 vs. PGEOX (30.64).
| PGEOX | RLBEX | PGEOX / RLBEX | |
| Total Expense Ratio | 0.93 | 0.59 | 158% |
| Annual Report Gross Expense Ratio | 0.93 | 0.59 | 158% |
| Fund Existence | 88 years | 23 years | - |
| Gain YTD | 7.296 | 8.915 | 82% |
| 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 | 1.81 | 100% |
| Returns for 1 year | 11.54 | 10.13 | 114% |
| Returns for 3 years | 35.81 | 31.71 | 113% |
| Returns for 5 years | 30.64 | 37.00 | 83% |
| Returns for 10 years | 81.14 | 67.06 | 121% |
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