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PGEOX vs RLBFX
PGEOX vs RLBFX Comparison
Open Charts PGEOX vs RLBFX
George Putnam Balanced A
Price$28.41
Change+$0.09 (+0.32%)
VolumeN/A
Net Assets2.31B
American Funds American Balanced R5
Price$39.08
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.37B
PGEOX vs RLBFX Comparison Chart in %
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PGEOX vs. RLBFX 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 RLBFX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 265B vs. PGEOX (2.31B). RLBFX pays higher dividends than PGEOX: RLBFX (2.00) vs PGEOX (1.44). PGEOX was incepted earlier than RLBFX: PGEOX (88 years) vs RLBFX (23 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 : 9.05 vs. PGEOX (8.58). RLBFX return over 5 years is better than : 43.90 vs. PGEOX (33.15).
| 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 | 23 years | - |
| Gain YTD | 11.823 | 14.890 | 79% |
| 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 | 2.00 | 72% |
| Returns for 1 year | 8.58 | 9.05 | 95% |
| Returns for 3 years | 54.23 | 51.85 | 105% |
| Returns for 5 years | 33.15 | 43.90 | 76% |
| Returns for 10 years | 93.81 | 78.80 | 119% |
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