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PGPRX vs RLBFX
PGPRX vs RLBFX Comparison
Open Charts PGPRX vs RLBFX
George Putnam Balanced R
Price$26.50
Change+$0.05 (+0.19%)
VolumeN/A
Net Assets2.18B
American Funds American Balanced R5
Price$36.57
Change+$0.09 (+0.25%)
VolumeN/A
Net Assets250.05B
PGPRX vs RLBFX Comparison Chart in %
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PGPRX vs. RLBFX commentary
Jul 01, 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: 250B vs. PGPRX (2.18B). RLBFX pays higher dividends than PGPRX: RLBFX (2.18) vs PGPRX (1.42). 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 : 7.90 vs. PGPRX (6.61). RLBFX return over 5 years is better than : 44.86 vs. PGPRX (35.50).
| 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 | 4.397 | 7.138 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.18B | 250B | 1% |
| Annual Yield % from dividends | 1.42 | 2.18 | 65% |
| Returns for 1 year | 6.61 | 7.90 | 84% |
| Returns for 3 years | 39.20 | 35.14 | 112% |
| Returns for 5 years | 35.50 | 44.86 | 79% |
| Returns for 10 years | 71.58 | 67.01 | 107% |