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PGEOX vs RLBFX
PGEOX vs RLBFX Comparison
Open Charts PGEOX vs RLBFX
George Putnam Balanced A
Price$25.58
Change-$0.55 (-2.10%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R5
Price$34.31
Change-$0.82 (-2.33%)
VolumeN/A
CapitalizationN/A
PGEOX vs RLBFX Comparison Chart
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PGEOX vs. RLBFX commentary
Dec 19, 2024
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 StrongBuy and RLBFX is a Hold.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 241B 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 : 16.94 vs. RLBFX (12.81). RLBFX (34.29) and PGEOX (33.66) have equivalent 5 years return.
| 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 | 16.072 | 11.792 | 136% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.15B | 241B | 1% |
| Annual Yield % from dividends | 1.11 | 2.50 | 44% |
| Returns for 1 year | 16.94 | 12.81 | 132% |
| Returns for 3 years | 16.73 | 12.40 | 135% |
| Returns for 5 years | 33.66 | 34.29 | 98% |
| Returns for 10 years | 74.61 | 48.83 | 153% |
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