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PGEOX vs RLBAX
PGEOX vs RLBAX Comparison
Open Charts PGEOX vs RLBAX
George Putnam Balanced A
Price$28.41
Change+$0.09 (+0.32%)
VolumeN/A
Net Assets2.31B
American Funds American Balanced R1
Price$38.62
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.37B
PGEOX vs RLBAX Comparison Chart in %
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PGEOX vs. RLBAX commentary
Oct 19, 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 Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 265B vs. PGEOX (2.31B). PGEOX pays higher dividends than RLBAX: PGEOX (1.44) vs RLBAX (1.10). 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: 97.00 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 : 8.58 vs. RLBAX (7.84). RLBAX return over 5 years is better than : 37.69 vs. PGEOX (33.15).
| 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 | 11.823 | 13.947 | 85% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.31B | 265B | 1% |
| Annual Yield % from dividends | 1.44 | 1.10 | 131% |
| Returns for 1 year | 8.58 | 7.84 | 109% |
| Returns for 3 years | 54.23 | 47.39 | 114% |
| Returns for 5 years | 33.15 | 37.69 | 88% |
| Returns for 10 years | 93.81 | 67.66 | 139% |
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