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PGEOX vs RLBEX
PGEOX vs RLBEX Comparison
Open Charts PGEOX vs RLBEX
George Putnam Balanced A
Price$28.18
Change-$0.16 (-0.56%)
VolumeN/A
Net Assets2.28B
American Funds American Balanced R4
Price$38.63
Change-$0.16 (-0.41%)
VolumeN/A
Net Assets263.89B
PGEOX vs RLBEX Comparison Chart in %
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PGEOX vs. RLBEX commentary
Nov 20, 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 RLBEX is a Hold.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 264B vs. PGEOX (2.28B). PGEOX (1.78) and RLBEX (1.71) 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: 97.00 vs. RLBEX (44.00). PGEOX has a lower initial minimum investment than RLBEX: PGEOX (0) vs RLBEX (250). RLBEX annual gain was more profitable for investors over the last year : 8.82 vs. PGEOX (8.06). RLBEX return over 5 years is better than : 38.00 vs. PGEOX (29.97).
| 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 | 11.327 | 13.718 | 83% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.28B | 264B | 1% |
| Annual Yield % from dividends | 1.78 | 1.71 | 104% |
| Returns for 1 year | 8.06 | 8.82 | 91% |
| Returns for 3 years | 46.44 | 40.62 | 114% |
| Returns for 5 years | 29.97 | 38.00 | 79% |
| Returns for 10 years | 90.31 | 72.83 | 124% |
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