Interact to see
Advertisement
Advertisement
PGEOX vs RLBAX
PGEOX vs RLBAX Comparison
Open Charts PGEOX vs RLBAX
George Putnam Balanced A
Price$27.62
Change-$0.01 (-0.04%)
VolumeN/A
Net Assets2.25B
American Funds American Balanced R1
Price$37.59
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets257.73B
PGEOX vs RLBAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
PGEOX vs. RLBAX commentary
Sep 07, 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 Buy and RLBAX is a Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 258B vs. PGEOX (2.25B). PGEOX pays higher dividends than RLBAX: PGEOX (1.49) vs RLBAX (1.15). PGEOX was incepted earlier than RLBAX: PGEOX (88 years) vs RLBAX (23 years). RLBAX (1.31) is less costly to investors than PGEOX (0.93). PGEOX is a more actively managed with annual turnover of: 80.00 vs. RLBAX (44.00). PGEOX has a lower initial minimum investment than RLBAX: PGEOX (0) vs RLBAX (250). PGEOX annual gain was more profitable for investors over the last year : 9.73 vs. RLBAX (9.12). RLBAX return over 5 years is better than : 35.40 vs. PGEOX (31.02).
| PGEOX | RLBAX | PGEOX / RLBAX | |
| Total Expense Ratio | 0.93 | 1.31 | 71% |
| Annual Report Gross Expense Ratio | 0.93 | 1.31 | 71% |
| Fund Existence | 88 years | 23 years | - |
| Gain YTD | 8.713 | 10.805 | 81% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.25B | 258B | 1% |
| Annual Yield % from dividends | 1.49 | 1.15 | 129% |
| Returns for 1 year | 9.73 | 9.12 | 107% |
| Returns for 3 years | 43.65 | 37.15 | 117% |
| Returns for 5 years | 31.02 | 35.40 | 88% |
| Returns for 10 years | 90.95 | 67.71 | 134% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement