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PGEOX vs RLBFX
PGEOX vs RLBFX Comparison
Open Charts PGEOX vs RLBFX
George Putnam Balanced A
Price$26.82
Change-$0.07 (-0.26%)
VolumeN/A
Net Assets2.19B
American Funds American Balanced R5
Price$36.89
Change-$0.13 (-0.35%)
VolumeN/A
Net Assets252.03B
PGEOX vs RLBFX Comparison Chart in %
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PGEOX vs. RLBFX commentary
Jul 13, 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: 252B vs. PGEOX (2.19B). RLBFX pays higher dividends than PGEOX: RLBFX (2.10) vs PGEOX (1.52). 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 : 7.08 vs. PGEOX (5.85). RLBFX return over 5 years is better than : 41.84 vs. PGEOX (32.75).
| 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 | 5.222 | 8.076 | 65% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.19B | 252B | 1% |
| Annual Yield % from dividends | 1.52 | 2.10 | 72% |
| Returns for 1 year | 5.85 | 7.08 | 83% |
| Returns for 3 years | 40.64 | 37.09 | 110% |
| Returns for 5 years | 32.75 | 41.84 | 78% |
| Returns for 10 years | 76.10 | 65.77 | 116% |
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