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PGPRX vs RLBFX
PGPRX vs RLBFX Comparison
Open Charts PGPRX vs RLBFX
George Putnam Balanced R
Price$24.56
Change-$0.09 (-0.37%)
VolumeN/A
Net Assets2.06B
American Funds American Balanced R5
Price$34.04
Change-$0.10 (-0.29%)
VolumeN/A
Net Assets232.94B
PGPRX vs RLBFX Comparison Chart
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PGPRX vs. RLBFX commentary
Mar 12, 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 Hold and RLBFX is a Hold.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 233B vs. PGPRX (2.06B). RLBFX pays higher dividends than PGPRX: RLBFX (2.19) vs PGPRX (1.67). PGPRX was incepted earlier than RLBFX: PGPRX (22 years) vs RLBFX (23 years). PGPRX (1.18) is less costly to investors than RLBFX (0.30). RLBFX is a more actively managed with annual turnover of: 171.00 vs. PGPRX (80.00). PGPRX has a lower initial minimum investment than RLBFX: PGPRX (0) vs RLBFX (250). PGPRX annual gain was more profitable for investors over the last year : 5.94 vs. RLBFX (4.53). RLBFX return over 5 years is better than : 42.53 vs. PGPRX (38.39).
| PGPRX | RLBFX | PGPRX / RLBFX | |
| Total Expense Ratio | 1.18 | 0.30 | 393% |
| Annual Report Gross Expense Ratio | 1.18 | 0.30 | 393% |
| Fund Existence | 22 years | 23 years | - |
| Gain YTD | -1.355 | -0.347 | 390% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.06B | 233B | 1% |
| Annual Yield % from dividends | 1.67 | 2.19 | 76% |
| Returns for 1 year | 5.94 | 4.53 | 131% |
| Returns for 3 years | 21.51 | 16.09 | 134% |
| Returns for 5 years | 38.39 | 42.53 | 90% |
| Returns for 10 years | 62.35 | 54.64 | 114% |
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