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PGEOX vs RLBEX
PGEOX vs RLBEX Comparison
Open Charts PGEOX vs RLBEX
George Putnam Balanced A
Price$26.40
Change+$0.20 (+0.76%)
VolumeN/A
Net Assets2.15B
American Funds American Balanced R4
Price$36.13
Change+$0.37 (+1.03%)
VolumeN/A
Net Assets245.53B
PGEOX vs RLBEX Comparison Chart in %
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PGEOX vs. RLBEX commentary
Jun 26, 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 RLBEX is a Buy.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 246B vs. PGEOX (2.15B). RLBEX pays higher dividends than PGEOX: RLBEX (1.90) vs PGEOX (1.58). 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). RLBEX (6.57) and PGEOX (6.30) have marching annual gain over last year. RLBEX return over 5 years is better than : 40.12 vs. PGEOX (33.94).
| 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 | 3.574 | 6.067 | 59% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.15B | 246B | 1% |
| Annual Yield % from dividends | 1.58 | 1.90 | 83% |
| Returns for 1 year | 6.30 | 6.57 | 96% |
| Returns for 3 years | 36.85 | 31.78 | 116% |
| Returns for 5 years | 33.94 | 40.12 | 85% |
| Returns for 10 years | 73.84 | 62.89 | 117% |