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PGELX vs RLBAX
PGELX vs RLBAX Comparison
Open Charts PGELX vs RLBAX
George Putnam Balanced R5
Price$26.42
Change-$0.27 (-1.01%)
VolumeN/A
Net Assets2.15B
American Funds American Balanced R1
Price$34.95
Change-$0.35 (-0.99%)
VolumeN/A
Net Assets242.17B
PGELX vs RLBAX Comparison Chart
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PGELX vs. RLBAX commentary
Feb 23, 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 Buy and RLBAX is a Hold.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 242B vs. PGELX (2.15B). RLBAX pays higher dividends than PGELX: RLBAX (1.59) vs PGELX (1.29). PGELX was incepted earlier than RLBAX: PGELX (11 years) vs RLBAX (23 years). RLBAX is a more actively managed with annual turnover of: 171.00 vs. PGELX (47.00). PGELX has a lower initial minimum investment than RLBAX: PGELX (0) vs RLBAX (250). PGELX annual gain was more profitable for investors over the last year : 10.99 vs. RLBAX (8.36). PGELX return over 5 years is better than : 30.22 vs. RLBAX (26.04).
| PGELX | RLBAX | PGELX / RLBAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 23 years | - |
| Gain YTD | 1.615 | 2.764 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.15B | 242B | 1% |
| Annual Yield % from dividends | 1.29 | 1.59 | 81% |
| Returns for 1 year | 10.99 | 8.36 | 132% |
| Returns for 3 years | 24.44 | 15.63 | 156% |
| Returns for 5 years | 30.22 | 26.04 | 116% |
| Returns for 10 years | 73.02 | 46.53 | 157% |
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