Interact to see
Advertisement
Advertisement
PGEOX vs RLBBX
PGEOX vs RLBBX Comparison
Open Charts PGEOX vs RLBBX
George Putnam Balanced A
Price$26.02
Change-$0.19 (-0.72%)
VolumeN/A
Net Assets2.13B
American Funds American Balanced R2
Price$35.35
Change-$0.31 (-0.87%)
VolumeN/A
Net Assets244.39B
PGEOX vs RLBBX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
PGEOX vs. RLBBX commentary
Jun 16, 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 RLBBX is a Buy.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 244B vs. PGEOX (2.14B). PGEOX pays higher dividends than RLBBX: PGEOX (1.58) vs RLBBX (1.23). PGEOX was incepted earlier than RLBBX: PGEOX (88 years) vs RLBBX (23 years). RLBBX (1.32) is less costly to investors than PGEOX (0.93). PGEOX is a more actively managed with annual turnover of: 80.00 vs. RLBBX (44.00). PGEOX has a lower initial minimum investment than RLBBX: PGEOX (0) vs RLBBX (250). PGEOX annual gain was more profitable for investors over the last year : 4.77 vs. RLBBX (4.47). RLBBX (34.04) and PGEOX (33.75) have equivalent 5 years return.
| PGEOX | RLBBX | PGEOX / RLBBX | |
| Total Expense Ratio | 0.93 | 1.32 | 70% |
| Annual Report Gross Expense Ratio | 0.93 | 1.32 | 70% |
| Fund Existence | 88 years | 23 years | - |
| Gain YTD | 2.083 | 4.082 | 51% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.14B | 244B | 1% |
| Annual Yield % from dividends | 1.58 | 1.23 | 129% |
| Returns for 1 year | 4.77 | 4.47 | 107% |
| Returns for 3 years | 39.40 | 30.06 | 131% |
| Returns for 5 years | 33.75 | 34.04 | 99% |
| Returns for 10 years | 71.04 | 51.22 | 139% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement