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PGEOX vs RLBEX
PGEOX vs RLBEX Comparison
Open Charts PGEOX vs RLBEX
George Putnam Balanced A
Price$25.92
Change+$0.18 (+0.70%)
VolumeN/A
Net Assets2.16B
American Funds American Balanced R4
Price$34.94
Change+$0.22 (+0.63%)
VolumeN/A
Net Assets240.18B
PGEOX vs RLBEX Comparison Chart
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PGEOX vs. RLBEX commentary
Jan 19, 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: 240B vs. PGEOX (2.16B). RLBEX pays higher dividends than PGEOX: RLBEX (2.24) vs PGEOX (1.11). PGEOX was incepted earlier than RLBEX: PGEOX (87 years) vs RLBEX (23 years). RLBEX is a more actively managed with annual turnover of: 171.00 vs. PGEOX (47.00). 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 : 15.24 vs. RLBEX (12.28). RLBEX (29.82) and PGEOX (29.16) have equivalent 5 years return.
| PGEOX | RLBEX | PGEOX / RLBEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 87 years | 23 years | - |
| Gain YTD | 1.329 | 1.955 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.16B | 240B | 1% |
| Annual Yield % from dividends | 1.11 | 2.24 | 49% |
| Returns for 1 year | 15.24 | 12.28 | 124% |
| Returns for 3 years | 17.92 | 12.34 | 145% |
| Returns for 5 years | 29.16 | 29.82 | 98% |
| Returns for 10 years | 75.17 | 58.04 | 130% |
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