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PGEOX vs RLBFX
PGEOX vs RLBFX Comparison
Open Charts PGEOX vs RLBFX
George Putnam Balanced A
Price$24.25
Change-$0.73 (-2.92%)
VolumeN/A
Net Assets2.06B
American Funds American Balanced R5
Price$33.54
Change-$0.88 (-2.56%)
VolumeN/A
Net Assets235.03B
PGEOX vs RLBFX Comparison Chart
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PGEOX vs. RLBFX 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 RLBFX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 235B vs. PGEOX (2.06B). RLBFX pays higher dividends than PGEOX: RLBFX (2.26) vs PGEOX (1.97). PGEOX was incepted earlier than RLBFX: PGEOX (87 years) vs RLBFX (23 years). PGEOX (0.93) is less costly to investors than RLBFX (0.30). RLBFX is a more actively managed with annual turnover of: 171.00 vs. PGEOX (80.00). PGEOX has a lower initial minimum investment than RLBFX: PGEOX (0) vs RLBFX (250). PGEOX annual gain was more profitable for investors over the last year : 4.33 vs. RLBFX (1.68). PGEOX (48.56) and RLBFX (48.03) have equivalent 5 years return.
| PGEOX | RLBFX | PGEOX / RLBFX | |
| Total Expense Ratio | 0.93 | 0.30 | 310% |
| Annual Report Gross Expense Ratio | 0.93 | 0.30 | 310% |
| Fund Existence | 87 years | 23 years | - |
| Gain YTD | -1.997 | -2.099 | 95% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.06B | 235B | 1% |
| Annual Yield % from dividends | 1.97 | 2.26 | 87% |
| Returns for 1 year | 4.33 | 1.68 | 258% |
| Returns for 3 years | 15.83 | 9.95 | 159% |
| Returns for 5 years | 48.56 | 48.03 | 101% |
| Returns for 10 years | 64.54 | 50.46 | 128% |
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