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PGEOX vs RLBEX
PGEOX vs RLBEX Comparison
Open Charts PGEOX vs RLBEX
George Putnam Balanced A
Price$24.98
Change+$0.10 (+0.40%)
VolumeN/A
Net Assets2.06B
American Funds American Balanced R4
Price$34.30
Change+$0.08 (+0.23%)
VolumeN/A
Net Assets233.54B
PGEOX vs RLBEX Comparison Chart
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PGEOX vs. RLBEX 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 RLBEX is a Buy.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 234B vs. PGEOX (2.06B). PGEOX (1.97) and RLBEX (1.97) have matching dividends . PGEOX was incepted earlier than RLBEX: PGEOX (87 years) vs RLBEX (23 years). PGEOX (0.93) is less costly to investors than RLBEX (0.60). RLBEX is a more actively managed with annual turnover of: 171.00 vs. PGEOX (80.00). PGEOX has a lower initial minimum investment than RLBEX: PGEOX (0) vs RLBEX (250). RLBEX (4.27) and PGEOX (4.08) have marching annual gain over last year. RLBEX (49.94) and PGEOX (47.96) have equivalent 5 years return.
| PGEOX | RLBEX | PGEOX / RLBEX | |
| Total Expense Ratio | 0.93 | 0.60 | 155% |
| Annual Report Gross Expense Ratio | 0.93 | 0.60 | 155% |
| Fund Existence | 87 years | 23 years | - |
| Gain YTD | -2.389 | 0.395 | -604% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.06B | 234B | 1% |
| Annual Yield % from dividends | 1.97 | 1.97 | 100% |
| Returns for 1 year | 4.08 | 4.27 | 96% |
| Returns for 3 years | 16.04 | 12.39 | 129% |
| Returns for 5 years | 47.96 | 49.94 | 96% |
| Returns for 10 years | 64.55 | 54.43 | 119% |