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PGEOX vs RLBFX
PGEOX vs RLBFX Comparison
Open Charts PGEOX vs RLBFX
George Putnam Balanced A
Price$27.21
Change-$1.27 (-4.46%)
VolumeN/A
Net Assets2.29B
American Funds American Balanced R5
Price$38.49
Change-$0.54 (-1.38%)
VolumeN/A
Net Assets269.72B
PGEOX vs RLBFX Comparison Chart in %
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PGEOX vs. RLBFX commentary
Feb 05, 2026
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 Hold.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 270B vs. PGEOX (2.29B). RLBFX pays higher dividends than PGEOX: RLBFX (2.13) vs PGEOX (1.35). PGEOX was incepted earlier than RLBFX: PGEOX (88 years) vs RLBFX (24 years). PGEOX (0.91) 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 : 11.69 vs. PGEOX (6.36). RLBFX return over 5 years is better than : 37.38 vs. PGEOX (26.37).
| PGEOX | RLBFX | PGEOX / RLBFX | |
| Total Expense Ratio | 0.91 | 0.29 | 314% |
| Annual Report Gross Expense Ratio | 0.91 | 0.29 | 314% |
| Fund Existence | 88 years | 24 years | - |
| Gain YTD | 0.965 | 2.503 | 39% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.29B | 270B | 1% |
| Annual Yield % from dividends | 1.35 | 2.13 | 63% |
| Returns for 1 year | 6.36 | 11.69 | 54% |
| Returns for 3 years | 38.65 | 38.02 | 102% |
| Returns for 5 years | 26.37 | 37.38 | 71% |
| Returns for 10 years | 98.38 | 91.94 | 107% |
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