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PGPRX vs RLBCX
PGPRX vs RLBCX Comparison
Open Charts PGPRX vs RLBCX
George Putnam Balanced R
Price$24.78
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets2.05B
American Funds American Balanced R3
Price$34.11
Change-$0.03 (-0.09%)
VolumeN/A
Net Assets234.35B
PGPRX vs RLBCX Comparison Chart
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PGPRX vs. RLBCX commentary
May 10, 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 PGPRX is a Buy and RLBCX is a Buy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 234B vs. PGPRX (2.05B). PGPRX (1.75) and RLBCX (1.70) have matching dividends . PGPRX was incepted earlier than RLBCX: PGPRX (22 years) vs RLBCX (23 years). PGPRX (1.18) is less costly to investors than RLBCX (0.89). PGPRX is a more actively managed with annual turnover of: 80.00 vs. RLBCX (44.00). PGPRX has a lower initial minimum investment than RLBCX: PGPRX (0) vs RLBCX (250). RLBCX annual gain was more profitable for investors over the last year : 3.86 vs. PGPRX (3.55). RLBCX return over 5 years is better than : 34.81 vs. PGPRX (30.48).
| PGPRX | RLBCX | PGPRX / RLBCX | |
| Total Expense Ratio | 1.18 | 0.89 | 133% |
| Annual Report Gross Expense Ratio | 1.18 | 0.89 | 133% |
| Fund Existence | 22 years | 23 years | - |
| Gain YTD | -2.418 | 0.235 | -1,029% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.05B | 234B | 1% |
| Annual Yield % from dividends | 1.75 | 1.70 | 103% |
| Returns for 1 year | 3.55 | 3.86 | 92% |
| Returns for 3 years | 26.30 | 20.64 | 127% |
| Returns for 5 years | 30.48 | 34.81 | 88% |
| Returns for 10 years | 58.92 | 48.19 | 122% |
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