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PGEOX vs RLBFX
PGEOX vs RLBFX Comparison
Open Charts PGEOX vs RLBFX
George Putnam Balanced A
Price$27.26
Change+$0.13 (+0.48%)
VolumeN/A
Net Assets2.23B
American Funds American Balanced R5
Price$37.24
Change+$0.12 (+0.32%)
VolumeN/A
Net Assets253.84B
PGEOX vs RLBFX Comparison Chart in %
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PGEOX vs. RLBFX commentary
Aug 10, 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 StrongBuy and RLBFX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 254B vs. PGEOX (2.23B). RLBFX pays higher dividends than PGEOX: RLBFX (2.08) vs PGEOX (1.82). PGEOX was incepted earlier than RLBFX: PGEOX (88 years) vs RLBFX (23 years). PGEOX (0.93) is less costly to investors than RLBFX (0.29). PGEOX is a more actively managed with annual turnover of: 80.00 vs. RLBFX (44.00). 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 : 11.54 vs. RLBFX (10.48). RLBFX return over 5 years is better than : 38.77 vs. PGEOX (30.64).
| PGEOX | RLBFX | PGEOX / RLBFX | |
| Total Expense Ratio | 0.93 | 0.29 | 321% |
| Annual Report Gross Expense Ratio | 0.93 | 0.29 | 321% |
| Fund Existence | 88 years | 23 years | - |
| Gain YTD | 7.296 | 9.101 | 80% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.23B | 254B | 1% |
| Annual Yield % from dividends | 1.82 | 2.08 | 87% |
| Returns for 1 year | 11.54 | 10.48 | 110% |
| Returns for 3 years | 35.81 | 32.76 | 109% |
| Returns for 5 years | 30.64 | 38.77 | 79% |
| Returns for 10 years | 81.14 | 68.01 | 119% |
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