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PGEOX vs RLBFX
PGEOX vs RLBFX Comparison
Open Charts PGEOX vs RLBFX
George Putnam Balanced A
Price$25.92
Change+$0.18 (+0.70%)
VolumeN/A
Net Assets2.16B
American Funds American Balanced R5
Price$35.06
Change+$0.22 (+0.63%)
VolumeN/A
Net Assets240.18B
PGEOX vs RLBFX Comparison Chart
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PGEOX vs. RLBFX commentary
Jan 19, 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: 240B vs. PGEOX (2.16B). RLBFX pays higher dividends than PGEOX: RLBFX (2.50) vs PGEOX (1.11). PGEOX was incepted earlier than RLBFX: PGEOX (87 years) vs RLBFX (23 years). RLBFX is a more actively managed with annual turnover of: 171.00 vs. PGEOX (47.00). 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 : 15.24 vs. RLBFX (12.61). RLBFX return over 5 years is better than : 31.46 vs. PGEOX (29.16).
| PGEOX | RLBFX | PGEOX / RLBFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 87 years | 23 years | - |
| Gain YTD | 1.329 | 1.948 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.16B | 240B | 1% |
| Annual Yield % from dividends | 1.11 | 2.50 | 44% |
| Returns for 1 year | 15.24 | 12.61 | 121% |
| Returns for 3 years | 17.92 | 13.10 | 137% |
| Returns for 5 years | 29.16 | 31.46 | 93% |
| Returns for 10 years | 75.17 | 58.66 | 128% |
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