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PGEOX vs RLBGX
PGEOX vs RLBGX Comparison
Open Charts PGEOX vs RLBGX
George Putnam Balanced A
Price$26.40
Change+$0.20 (+0.76%)
VolumeN/A
Net Assets2.15B
American Funds American Balanced R6
Price$36.17
Change-$0.04 (-0.11%)
VolumeN/A
Net Assets248.02B
PGEOX vs RLBGX Comparison Chart in %
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PGEOX vs. RLBGX commentary
Jun 26, 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 RLBGX is a Buy.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 248B vs. PGEOX (2.15B). RLBGX pays higher dividends than PGEOX: RLBGX (2.23) vs PGEOX (1.58). PGEOX was incepted earlier than RLBGX: PGEOX (88 years) vs RLBGX (16 years). PGEOX (0.93) is less costly to investors than RLBGX (0.25). PGEOX is a more actively managed with annual turnover of: 80.00 vs. RLBGX (44.00). PGEOX has a lower initial minimum investment than RLBGX: PGEOX (0) vs RLBGX (250). RLBGX annual gain was more profitable for investors over the last year : 6.95 vs. PGEOX (6.30). RLBGX return over 5 years is better than : 42.19 vs. PGEOX (33.94).
| PGEOX | RLBGX | PGEOX / RLBGX | |
| Total Expense Ratio | 0.93 | 0.25 | 372% |
| Annual Report Gross Expense Ratio | 0.93 | 0.25 | 372% |
| Fund Existence | 88 years | 16 years | - |
| Gain YTD | 3.574 | 6.235 | 57% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.15B | 248B | 1% |
| Annual Yield % from dividends | 1.58 | 2.23 | 71% |
| Returns for 1 year | 6.30 | 6.95 | 91% |
| Returns for 3 years | 36.85 | 32.97 | 112% |
| Returns for 5 years | 33.94 | 42.19 | 80% |
| Returns for 10 years | 73.84 | 64.19 | 115% |