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PGPRX vs RLBFX
PGPRX vs RLBFX Comparison
Open Charts PGPRX vs RLBFX
George Putnam Balanced R
Price$24.78
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets2.05B
American Funds American Balanced R5
Price$34.41
Change-$0.03 (-0.09%)
VolumeN/A
Net Assets234.35B
PGPRX vs RLBFX Comparison Chart
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PGPRX vs. RLBFX 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 RLBFX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 234B vs. PGPRX (2.05B). RLBFX pays higher dividends than PGPRX: RLBFX (2.26) vs PGPRX (1.75). PGPRX was incepted earlier than RLBFX: PGPRX (22 years) vs RLBFX (23 years). PGPRX (1.18) is less costly to investors than RLBFX (0.29). PGPRX is a more actively managed with annual turnover of: 80.00 vs. RLBFX (44.00). PGPRX has a lower initial minimum investment than RLBFX: PGPRX (0) vs RLBFX (250). RLBFX annual gain was more profitable for investors over the last year : 4.53 vs. PGPRX (3.55). RLBFX return over 5 years is better than : 38.35 vs. PGPRX (30.48).
| PGPRX | RLBFX | PGPRX / RLBFX | |
| Total Expense Ratio | 1.18 | 0.29 | 407% |
| Annual Report Gross Expense Ratio | 1.18 | 0.29 | 407% |
| Fund Existence | 22 years | 23 years | - |
| Gain YTD | -2.418 | 0.441 | -549% |
| 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 | 2.26 | 77% |
| Returns for 1 year | 3.55 | 4.53 | 78% |
| Returns for 3 years | 26.30 | 22.43 | 117% |
| Returns for 5 years | 30.48 | 38.35 | 79% |
| Returns for 10 years | 58.92 | 53.51 | 110% |
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