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PGEOX vs RLBFX
PGEOX vs RLBFX Comparison
Open Charts PGEOX vs RLBFX
George Putnam Balanced A
Price$28.52
Change-$0.34 (-1.18%)
VolumeN/A
Net Assets2.32B
American Funds American Balanced R5
Price$39.15
Change-$0.48 (-1.21%)
VolumeN/A
Net Assets268.67B
PGEOX vs RLBFX Comparison Chart in %
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PGEOX vs. RLBFX commentary
Nov 14, 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 RLBFX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 269B vs. PGEOX (2.32B). RLBFX pays higher dividends than PGEOX: RLBFX (1.97) vs PGEOX (1.78). 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). RLBFX annual gain was more profitable for investors over the last year : 10.28 vs. PGEOX (9.51). RLBFX return over 5 years is better than : 43.06 vs. PGEOX (33.39).
| 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 | 14.014 | 16.507 | 85% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.32B | 269B | 1% |
| Annual Yield % from dividends | 1.78 | 1.97 | 90% |
| Returns for 1 year | 9.51 | 10.28 | 93% |
| Returns for 3 years | 49.46 | 44.74 | 111% |
| Returns for 5 years | 33.39 | 43.06 | 78% |
| Returns for 10 years | 98.68 | 81.39 | 121% |
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