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PGEOX vs RLBEX
PGEOX vs RLBEX Comparison
Open Charts PGEOX vs RLBEX
George Putnam Balanced A
Price$28.41
Change+$0.09 (+0.32%)
VolumeN/A
Net Assets2.31B
American Funds American Balanced R4
Price$38.94
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.37B
PGEOX vs RLBEX Comparison Chart in %
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PGEOX vs. RLBEX 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 RLBEX is a Buy.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 265B vs. PGEOX (2.31B). RLBEX pays higher dividends than PGEOX: RLBEX (1.74) vs PGEOX (1.44). PGEOX was incepted earlier than RLBEX: PGEOX (88 years) vs RLBEX (23 years). PGEOX (0.93) 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 (8.70) and PGEOX (8.58) have marching annual gain over last year. RLBEX return over 5 years is better than : 42.04 vs. PGEOX (33.15).
| PGEOX | RLBEX | PGEOX / RLBEX | |
| Total Expense Ratio | 0.93 | 0.59 | 158% |
| Annual Report Gross Expense Ratio | 0.93 | 0.59 | 158% |
| Fund Existence | 88 years | 23 years | - |
| Gain YTD | 11.823 | 14.631 | 81% |
| 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 | 1.74 | 83% |
| Returns for 1 year | 8.58 | 8.70 | 99% |
| Returns for 3 years | 54.23 | 50.52 | 107% |
| Returns for 5 years | 33.15 | 42.04 | 79% |
| Returns for 10 years | 93.81 | 77.69 | 121% |
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