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PGEOX vs RLBAX
PGEOX vs RLBAX Comparison
Open Charts PGEOX vs RLBAX
George Putnam Balanced A
Price$28.52
Change-$0.34 (-1.18%)
VolumeN/A
Net Assets2.32B
American Funds American Balanced R1
Price$38.66
Change-$0.48 (-1.23%)
VolumeN/A
Net Assets268.67B
PGEOX vs RLBAX Comparison Chart in %
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PGEOX vs. RLBAX commentary
Nov 14, 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: 269B vs. PGEOX (2.32B). PGEOX pays higher dividends than RLBAX: PGEOX (1.78) vs RLBAX (1.08). 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 (9.51) and RLBAX (9.08) have marching annual gain over last year. RLBAX return over 5 years is better than : 36.92 vs. PGEOX (33.39).
| 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 | 14.014 | 15.481 | 91% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.32B | 269B | 1% |
| Annual Yield % from dividends | 1.78 | 1.08 | 164% |
| Returns for 1 year | 9.51 | 9.08 | 105% |
| Returns for 3 years | 49.46 | 40.52 | 122% |
| Returns for 5 years | 33.39 | 36.92 | 90% |
| Returns for 10 years | 98.68 | 69.99 | 141% |
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