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PGEOX vs RLBAX
PGEOX vs RLBAX Comparison
Open Charts PGEOX vs RLBAX
George Putnam Balanced A
Price$27.17
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets2.3B
American Funds American Balanced R1
Price$37.31
Change+$0.03 (+0.08%)
VolumeN/A
Net Assets269.37B
PGEOX vs RLBAX Comparison Chart in %
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PGEOX vs. RLBAX commentary
Dec 28, 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 Hold and RLBAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 269B vs. PGEOX (2.3B). RLBAX pays higher dividends than PGEOX: RLBAX (1.07) vs PGEOX (0.98). PGEOX was incepted earlier than RLBAX: PGEOX (88 years) vs RLBAX (24 years). RLBAX (1.31) is less costly to investors than PGEOX (0.91). PGEOX is a more actively managed with annual turnover of: 97.00 vs. RLBAX (44.00). PGEOX has a lower initial minimum investment than RLBAX: PGEOX (0) vs RLBAX (250). RLBAX annual gain was more profitable for investors over the last year : 8.49 vs. PGEOX (5.64). RLBAX return over 5 years is better than : 30.80 vs. PGEOX (29.28).
| PGEOX | RLBAX | PGEOX / RLBAX | |
| Total Expense Ratio | 0.91 | 1.31 | 69% |
| Annual Report Gross Expense Ratio | 0.91 | 1.31 | 69% |
| Fund Existence | 88 years | 24 years | - |
| Gain YTD | 7.337 | 10.082 | 73% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.3B | 269B | 1% |
| Annual Yield % from dividends | 0.98 | 1.07 | 92% |
| Returns for 1 year | 5.64 | 8.49 | 67% |
| Returns for 3 years | 46.50 | 35.20 | 132% |
| Returns for 5 years | 29.28 | 30.80 | 95% |
| Returns for 10 years | 84.79 | 65.43 | 130% |
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