Interact to see
Advertisement
Advertisement
PGEOX vs RLBEX
PGEOX vs RLBEX Comparison
Open Charts PGEOX vs RLBEX
George Putnam Balanced A
Price$27.17
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets2.3B
American Funds American Balanced R4
Price$37.61
Change+$0.04 (+0.11%)
VolumeN/A
Net Assets269.37B
PGEOX vs RLBEX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
PGEOX vs. RLBEX 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 RLBEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 269B vs. PGEOX (2.3B). RLBEX pays higher dividends than PGEOX: RLBEX (1.68) vs PGEOX (0.98). PGEOX was incepted earlier than RLBEX: PGEOX (88 years) vs RLBEX (24 years). PGEOX (0.91) is less costly to investors than RLBEX (0.59). PGEOX is a more actively managed with annual turnover of: 97.00 vs. RLBEX (44.00). PGEOX has a lower initial minimum investment than RLBEX: PGEOX (0) vs RLBEX (250). RLBEX annual gain was more profitable for investors over the last year : 9.12 vs. PGEOX (5.64). RLBEX return over 5 years is better than : 34.74 vs. PGEOX (29.28).
| PGEOX | RLBEX | PGEOX / RLBEX | |
| Total Expense Ratio | 0.91 | 0.59 | 154% |
| Annual Report Gross Expense Ratio | 0.91 | 0.59 | 154% |
| Fund Existence | 88 years | 24 years | - |
| Gain YTD | 7.337 | 10.716 | 68% |
| 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 | 1.68 | 58% |
| Returns for 1 year | 5.64 | 9.12 | 62% |
| Returns for 3 years | 46.50 | 38.04 | 122% |
| Returns for 5 years | 29.28 | 34.74 | 84% |
| Returns for 10 years | 84.79 | 75.41 | 112% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement