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PGEOX vs RLBFX
PGEOX vs RLBFX Comparison
Open Charts PGEOX vs RLBFX
George Putnam Balanced A
Price$24.36
Change+$0.36 (+1.50%)
VolumeN/A
Net Assets1.96B
American Funds American Balanced R5
Price$33.76
Change+$0.43 (+1.29%)
VolumeN/A
Net Assets226.9B
PGEOX vs RLBFX Comparison Chart
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PGEOX vs. RLBFX commentary
Apr 25, 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: 227B vs. PGEOX (1.96B). RLBFX pays higher dividends than PGEOX: RLBFX (2.26) vs PGEOX (1.97). PGEOX was incepted earlier than RLBFX: PGEOX (88 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). RLBFX annual gain was more profitable for investors over the last year : 4.48 vs. PGEOX (2.63). RLBFX return over 5 years is better than : 37.46 vs. PGEOX (30.55).
| PGEOX | RLBFX | PGEOX / RLBFX | |
| Total Expense Ratio | 0.93 | 0.30 | 310% |
| Annual Report Gross Expense Ratio | 0.93 | 0.30 | 310% |
| Fund Existence | 88 years | 23 years | - |
| Gain YTD | -5.842 | -1.457 | 401% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.96B | 227B | 1% |
| Annual Yield % from dividends | 1.97 | 2.26 | 87% |
| Returns for 1 year | 2.63 | 4.48 | 59% |
| Returns for 3 years | 17.40 | 15.28 | 114% |
| Returns for 5 years | 30.55 | 37.46 | 82% |
| Returns for 10 years | 56.63 | 49.65 | 114% |
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