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PGELX vs RLBAX
PGELX vs RLBAX Comparison
Open Charts PGELX vs RLBAX
George Putnam Balanced R5
Price$24.66
Change+$1.29 (+5.52%)
VolumeN/A
Net Assets1.99B
American Funds American Balanced R1
Price$33.15
Change+$1.61 (+5.10%)
VolumeN/A
Net Assets228.54B
PGELX vs RLBAX Comparison Chart
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PGELX vs. RLBAX commentary
Apr 11, 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 Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 229B vs. PGELX (1.99B). PGELX pays higher dividends than RLBAX: PGELX (2.15) vs RLBAX (1.27). PGELX was incepted earlier than RLBAX: PGELX (11 years) vs RLBAX (23 years). RLBAX (1.33) is less costly to investors than PGELX (0.71). RLBAX is a more actively managed with annual turnover of: 171.00 vs. PGELX (80.00). 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 : -3.68 vs. RLBAX (-4.32). PGELX return over 5 years is better than : 29.56 vs. RLBAX (26.13).
| PGELX | RLBAX | PGELX / RLBAX | |
| Total Expense Ratio | 0.71 | 1.33 | 53% |
| Annual Report Gross Expense Ratio | 0.71 | 1.33 | 53% |
| Fund Existence | 11 years | 23 years | - |
| Gain YTD | -9.752 | -7.147 | 136% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.99B | 229B | 1% |
| Annual Yield % from dividends | 2.15 | 1.27 | 169% |
| Returns for 1 year | -3.68 | -4.32 | 85% |
| Returns for 3 years | 9.93 | 3.14 | 317% |
| Returns for 5 years | 29.56 | 26.13 | 113% |
| Returns for 10 years | 53.50 | 34.16 | 157% |
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