George Putnam Balanced Fund (PGEOX) Alternatives
George Putnam Balanced Fund (PGEOX) belongs to the Diversified Portfolio category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with PGEOX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to PGEOX
PGEOX charges 0.94% annually. Among mutual funds in the Diversified Portfolio category, these options have the lowest expense ratios among PGEOX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | Jan 1, 2022 | PGEOX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | Sep 12, 2017 | PGEOX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | Dec 8, 2011 | PGEOX vs TSAIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | Feb 9, 2022 | PGEOX vs FYMIX | |
| Baron WealthBuilder Fund | 0.05% | Dec 28, 2017 | PGEOX vs BWBIX |
Best Risk-Adjusted Alternatives to PGEOX
Among mutual funds in the Diversified Portfolio category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | Nov 16, 2003 | PGEOX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | Dec 24, 2002 | PGEOX vs TIBIX | |
| Chartwell Income Fund | 96 | Sep 2, 1987 | PGEOX vs BERIX | |
| Nuveen Flexible Income Fund | 96 | Dec 8, 2009 | PGEOX vs NWQIX | |
| Pioneer Multi-Asset Income Fund A | 93 | Dec 22, 2011 | PGEOX vs PMAIX |
Top Performing PGEOX Alternatives (YTD)
PGEOX alternatives from the Diversified Portfolio category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| PGIM Real Assets Fund | 10.18% | Dec 29, 2010 | PGEOX vs PUDZX | |
| Thornburg Investment Income Builder Fund Class I | 9.82% | Dec 24, 2002 | PGEOX vs TIBIX | |
| DWS RREEF Real Assets Fund - Class A | 9.77% | Jul 30, 2007 | PGEOX vs AAAAX | |
| ICON Equity Income Fund | 9.60% | May 9, 2004 | PGEOX vs IOEZX | |
| Timothy Plan Defensive Strategies Fund | 9.31% | Nov 3, 2009 | PGEOX vs TPDAX |
Lowest Volatility Alternatives to PGEOX
PGEOX alternatives from the Diversified Portfolio category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.93% | Nov 16, 2003 | PGEOX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.66% | Apr 8, 2012 | PGEOX vs SCLAX | |
| Ave Maria Bond Fund | 3.44% | Apr 30, 2003 | PGEOX vs AVEFX | |
| American Funds College 2027 Fund | 3.50% | Sep 13, 2012 | PGEOX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 3.68% | Nov 16, 2003 | PGEOX vs SICIX |
Lowest Drawdown Alternatives to PGEOX
PGEOX alternatives from the Diversified Portfolio category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.59% | Nov 16, 2003 | PGEOX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | Apr 8, 2012 | PGEOX vs SCLAX | |
| Ave Maria Bond Fund | -2.52% | Apr 30, 2003 | PGEOX vs AVEFX | |
| American Funds College 2027 Fund | -2.72% | Sep 13, 2012 | PGEOX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.73% | Nov 16, 2003 | PGEOX vs SICIX |
Other Mutual Funds from Putnam
Most popular Putnam mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Putnam Large Cap Value Fund | Large Cap Value Equities | 68 | 0.74% | Jun 15, 1977 | PGEOX vs PEYAX | |
| Putnam Growth Opportunities Fund | Large Cap Growth Equities | 30 | -9.72% | Oct 2, 1995 | PGEOX vs POGAX | |
| Putnam Large Cap Value Fund | Large Cap Value Equities | 68 | 0.79% | Jan 10, 1998 | PGEOX vs PEIYX | |
| Putnam Global Technology Fund | Technology Equities | 77 | -3.79% | Dec 17, 2008 | PGEOX vs PGTYX | |
| Putnam Large Cap Value Fund Class R6 | Large Cap Value Equities | 69 | 0.81% | Jul 2, 2012 | PGEOX vs PEQSX | |
| Putnam Sustainable Leaders Fund | Large Cap Growth Equities | 20 | -9.32% | Aug 31, 1990 | PGEOX vs PNOPX | |
| Putnam Multi-Cap Core Fund | Large Cap Blend Equities | 51 | -5.13% | Sep 24, 2010 | PGEOX vs PMYYX | |
| Putnam Ultra Short Duration Income Fund | Ultrashort Bond | 99 | 0.38% | Oct 17, 2011 | PGEOX vs PSDYX | |
| Putnam Large Cap Growth Y | Large Cap Growth Equities | 30 | -9.67% | Aug 27, 1999 | PGEOX vs PGOYX | |
| Putnam Research Fund | Large Cap Blend Equities | 70 | -3.29% | Oct 2, 1995 | PGEOX vs PNRAX |
Often Compared With PGEOX
What investors most often compare with PGEOX, based on PortfoliosLab usage data.
Compare PGEOX with Any Fund or Stock
Compare PGEOX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.