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PGEOX vs RLBCX
PGEOX vs RLBCX Comparison
Open Charts PGEOX vs RLBCX
George Putnam Balanced A
Price$27.17
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets2.3B
American Funds American Balanced R3
Price$37.42
Change+$0.03 (+0.08%)
VolumeN/A
Net Assets269.37B
PGEOX vs RLBCX Comparison Chart in %
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PGEOX vs. RLBCX commentary
Dec 28, 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 RLBCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 269B vs. PGEOX (2.3B). RLBCX pays higher dividends than PGEOX: RLBCX (1.44) vs PGEOX (0.98). PGEOX was incepted earlier than RLBCX: PGEOX (88 years) vs RLBCX (24 years). PGEOX (0.91) and RLBCX (0.89) have similar cost to investors . PGEOX is a more actively managed with annual turnover of: 97.00 vs. RLBCX (44.00). PGEOX has a lower initial minimum investment than RLBCX: PGEOX (0) vs RLBCX (250). RLBCX annual gain was more profitable for investors over the last year : 8.81 vs. PGEOX (5.64). RLBCX return over 5 years is better than : 33.04 vs. PGEOX (29.28).
| PGEOX | RLBCX | PGEOX / RLBCX | |
| Total Expense Ratio | 0.91 | 0.89 | 102% |
| Annual Report Gross Expense Ratio | 0.91 | 0.89 | 102% |
| Fund Existence | 88 years | 24 years | - |
| Gain YTD | 7.337 | 10.439 | 70% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.3B | 269B | 1% |
| Annual Yield % from dividends | 0.98 | 1.44 | 68% |
| Returns for 1 year | 5.64 | 8.81 | 64% |
| Returns for 3 years | 46.50 | 36.85 | 126% |
| Returns for 5 years | 29.28 | 33.04 | 89% |
| Returns for 10 years | 84.79 | 69.88 | 121% |
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