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PGEOX vs RLBFX
PGEOX vs RLBFX Comparison
Open Charts PGEOX vs RLBFX
George Putnam Balanced A
Price$28.85
Change+$0.06 (+0.21%)
VolumeN/A
Net Assets2.31B
American Funds American Balanced R5
Price$39.83
Change+$0.07 (+0.18%)
VolumeN/A
Net Assets271.11B
PGEOX vs RLBFX Comparison Chart in %
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PGEOX vs. RLBFX commentary
Dec 04, 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 RLBFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 271B vs. PGEOX (2.31B). RLBFX pays higher dividends than PGEOX: RLBFX (1.93) vs PGEOX (0.98). PGEOX was incepted earlier than RLBFX: PGEOX (88 years) vs RLBFX (24 years). PGEOX (0.93) is less costly to investors than RLBFX (0.29). PGEOX is a more actively managed with annual turnover of: 97.00 vs. RLBFX (44.00). PGEOX has a lower initial minimum investment than RLBFX: PGEOX (0) vs RLBFX (250). PGEOX annual gain was more profitable for investors over the last year : 10.88 vs. RLBFX (9.63). RLBFX return over 5 years is better than : 40.86 vs. PGEOX (38.23).
| PGEOX | RLBFX | PGEOX / RLBFX | |
| Total Expense Ratio | 0.93 | 0.29 | 321% |
| Annual Report Gross Expense Ratio | 0.93 | 0.29 | 321% |
| Fund Existence | 88 years | 24 years | - |
| Gain YTD | 13.737 | 16.889 | 81% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.31B | 271B | 1% |
| Annual Yield % from dividends | 0.98 | 1.93 | 51% |
| Returns for 1 year | 10.88 | 9.63 | 113% |
| Returns for 3 years | 48.32 | 41.38 | 117% |
| Returns for 5 years | 38.23 | 40.86 | 94% |
| Returns for 10 years | 94.53 | 77.79 | 122% |
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