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PGEOX vs RLBFX
PGEOX vs RLBFX Comparison
Open Charts PGEOX vs RLBFX
George Putnam Balanced A
Price$28.02
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets2.27B
American Funds American Balanced R5
Price$38.68
Change-$0.07 (-0.18%)
VolumeN/A
Net Assets262.26B
PGEOX vs RLBFX Comparison Chart in %
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PGEOX vs. RLBFX commentary
Sep 15, 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: 262B vs. PGEOX (2.27B). RLBFX pays higher dividends than PGEOX: RLBFX (2.05) vs PGEOX (1.49). 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 : 10.64 vs. PGEOX (9.69). RLBFX return over 5 years is better than : 44.98 vs. PGEOX (34.92).
| 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 | 10.288 | 13.320 | 77% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.27B | 262B | 1% |
| Annual Yield % from dividends | 1.49 | 2.05 | 73% |
| Returns for 1 year | 9.69 | 10.64 | 91% |
| Returns for 3 years | 45.15 | 43.44 | 104% |
| Returns for 5 years | 34.92 | 44.98 | 78% |
| Returns for 10 years | 93.60 | 80.99 | 116% |
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