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PGEOX vs RLBAX
PGEOX vs RLBAX Comparison
Open Charts PGEOX vs RLBAX
George Putnam Balanced A
Price$27.21
Change-$1.27 (-4.46%)
VolumeN/A
Net Assets2.29B
American Funds American Balanced R1
Price$37.99
Change-$0.59 (-1.53%)
VolumeN/A
Net Assets269.72B
PGEOX vs RLBAX Comparison Chart in %
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PGEOX vs. RLBAX commentary
Feb 05, 2026
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 Hold.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 270B vs. PGEOX (2.29B). PGEOX pays higher dividends than RLBAX: PGEOX (1.35) vs RLBAX (1.22). 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 : 10.45 vs. PGEOX (6.36). RLBAX return over 5 years is better than : 31.35 vs. PGEOX (26.37).
| 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 | 0.965 | 2.371 | 41% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.29B | 270B | 1% |
| Annual Yield % from dividends | 1.35 | 1.22 | 111% |
| Returns for 1 year | 6.36 | 10.45 | 61% |
| Returns for 3 years | 38.65 | 33.63 | 115% |
| Returns for 5 years | 26.37 | 31.35 | 84% |
| Returns for 10 years | 98.38 | 79.34 | 124% |
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