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PGEOX vs RLBGX
PGEOX vs RLBGX Comparison
Open Charts PGEOX vs RLBGX
George Putnam Balanced A
Price$24.36
Change+$0.36 (+1.50%)
VolumeN/A
Net Assets1.96B
American Funds American Balanced R6
Price$33.73
Change+$0.44 (+1.32%)
VolumeN/A
Net Assets226.9B
PGEOX vs RLBGX Comparison Chart
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PGEOX vs. RLBGX commentary
Apr 25, 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: 227B vs. PGEOX (1.96B). RLBGX pays higher dividends than PGEOX: RLBGX (2.31) vs PGEOX (1.97). 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). RLBGX is a more actively managed with annual turnover of: 171.00 vs. PGEOX (80.00). 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 : 4.54 vs. PGEOX (2.63). RLBGX return over 5 years is better than : 37.73 vs. PGEOX (30.55).
| 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 | -5.842 | -1.417 | 412% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.96B | 227B | 1% |
| Annual Yield % from dividends | 1.97 | 2.31 | 85% |
| Returns for 1 year | 2.63 | 4.54 | 58% |
| Returns for 3 years | 17.40 | 15.43 | 113% |
| Returns for 5 years | 30.55 | 37.73 | 81% |
| Returns for 10 years | 56.63 | 50.06 | 113% |