Interact to see
Advertisement
Advertisement
PGEOX vs RLBFX
PGEOX vs RLBFX Comparison
Open Charts PGEOX vs RLBFX
George Putnam Balanced A
Price$28.46
Change+$0.05 (+0.18%)
VolumeN/A
Net Assets2.31B
American Funds American Balanced R5
Price$39.10
Change+$0.07 (+0.18%)
VolumeN/A
Net Assets266.1B
PGEOX vs RLBFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
PGEOX vs. RLBFX commentary
Oct 08, 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 RLBFX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 266B vs. PGEOX (2.31B). RLBFX pays higher dividends than PGEOX: RLBFX (2.00) vs PGEOX (1.44). 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). RLBFX annual gain was more profitable for investors over the last year : 9.94 vs. PGEOX (9.43). RLBFX return over 5 years is better than : 45.45 vs. PGEOX (35.07).
| 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 | 12.020 | 14.948 | 80% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.31B | 266B | 1% |
| Annual Yield % from dividends | 1.44 | 2.00 | 72% |
| Returns for 1 year | 9.43 | 9.94 | 95% |
| Returns for 3 years | 55.88 | 52.76 | 106% |
| Returns for 5 years | 35.07 | 45.45 | 77% |
| Returns for 10 years | 94.97 | 80.43 | 118% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers