Ad is loading...
PGEOX vs RLBFX
PGEOX vs RLBFX Comparison
Open Charts PGEOX vs RLBFX
George Putnam Balanced A
Price$25.98
Change-$0.26 (-0.99%)
VolumeN/A
Net Assets2.15B
American Funds American Balanced R5
Price$35.39
Change-$0.35 (-0.98%)
VolumeN/A
Net Assets242.17B
PGEOX vs RLBFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
PGEOX vs. RLBFX commentary
Feb 23, 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 Hold.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 242B vs. PGEOX (2.15B). 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 : 10.68 vs. RLBFX (9.54). RLBFX return over 5 years is better than : 31.70 vs. PGEOX (28.31).
| 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 | 1.564 | 2.908 | 54% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.15B | 242B | 1% |
| Annual Yield % from dividends | 1.11 | 2.50 | 44% |
| Returns for 1 year | 10.68 | 9.54 | 112% |
| Returns for 3 years | 23.43 | 18.32 | 128% |
| Returns for 5 years | 28.31 | 31.70 | 89% |
| Returns for 10 years | 69.60 | 55.11 | 126% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| ELMFX | 16.62 | -0.05 | -0.30% |
| Lord Abbett Emerging Markets Equity F | |||
| RTIRX | 10.89 | -0.07 | -0.64% |
| Russell Inv Multifactor Intl Eq R6 | |||
| JEMNX | 9.70 | -0.09 | -0.92% |
| JHancock Emerging Markets Equity R4 | |||
| DNLYX | 58.40 | -1.26 | -2.11% |
| BNY Mellon Active MidCap Y | |||
| FDTZX | 22.38 | -0.49 | -2.14% |
| Fidelity Advisor Capital Development M | |||