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PGELX vs RLBAX
PGELX vs RLBAX Comparison
Open Charts PGELX vs RLBAX
George Putnam Balanced R5
Price$28.72
Change+$0.06 (+0.21%)
VolumeN/A
Net Assets2.26B
American Funds American Balanced R1
Price$38.40
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets262.74B
PGELX vs RLBAX Comparison Chart in %
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PGELX vs. RLBAX commentary
Nov 20, 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 PGELX is a Hold and RLBAX is a Hold.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 263B vs. PGELX (2.27B). PGELX pays higher dividends than RLBAX: PGELX (1.93) vs RLBAX (1.08). PGELX was incepted earlier than RLBAX: PGELX (12 years) vs RLBAX (23 years). RLBAX (1.31) is less costly to investors than PGELX (0.71). PGELX is a more actively managed with annual turnover of: 97.00 vs. RLBAX (44.00). PGELX has a lower initial minimum investment than RLBAX: PGELX (0) vs RLBAX (250). RLBAX (8.15) and PGELX (8.08) have marching annual gain over last year. RLBAX return over 5 years is better than : 34.46 vs. PGELX (32.47).
| PGELX | RLBAX | PGELX / RLBAX | |
| Total Expense Ratio | 0.71 | 1.31 | 54% |
| Annual Report Gross Expense Ratio | 0.71 | 1.31 | 54% |
| Fund Existence | 12 years | 23 years | - |
| Gain YTD | 11.779 | 13.298 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.27B | 263B | 1% |
| Annual Yield % from dividends | 1.93 | 1.08 | 178% |
| Returns for 1 year | 8.08 | 8.15 | 99% |
| Returns for 3 years | 47.85 | 38.05 | 126% |
| Returns for 5 years | 32.47 | 34.46 | 94% |
| Returns for 10 years | 94.66 | 63.50 | 149% |
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