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PGELX vs RLBAX
PGELX vs RLBAX Comparison
Open Charts PGELX vs RLBAX
George Putnam Balanced R5
Price$26.00
Change-$0.56 (-2.11%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R1
Price$33.94
Change-$0.82 (-2.36%)
VolumeN/A
CapitalizationN/A
PGELX vs RLBAX Comparison Chart
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PGELX vs. RLBAX commentary
Dec 19, 2024
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 StrongBuy and RLBAX is a Hold.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 241B 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 : 17.28 vs. RLBAX (11.90). PGELX return over 5 years is better than : 35.68 vs. RLBAX (28.83).
| 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 | 16.419 | 10.911 | 150% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.15B | 241B | 1% |
| Annual Yield % from dividends | 1.29 | 1.59 | 81% |
| Returns for 1 year | 17.28 | 11.90 | 145% |
| Returns for 3 years | 17.73 | 10.12 | 175% |
| Returns for 5 years | 35.68 | 28.83 | 124% |
| Returns for 10 years | 78.13 | 40.93 | 191% |
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