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PGELX vs RLBAX
PGELX vs RLBAX Comparison
Open Charts PGELX vs RLBAX
George Putnam Balanced R5
Price$28.10
Change+$0.21 (+0.75%)
VolumeN/A
Net Assets2.25B
American Funds American Balanced R1
Price$37.59
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets257.73B
PGELX vs RLBAX Comparison Chart in %
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PGELX vs. RLBAX commentary
Sep 06, 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: 258B vs. PGELX (2.25B). PGELX pays higher dividends than RLBAX: PGELX (1.62) vs RLBAX (1.15). 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: 80.00 vs. RLBAX (44.00). 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 : 10.08 vs. RLBAX (9.12). RLBAX return over 5 years is better than : 35.40 vs. PGELX (33.01).
| 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 | 8.936 | 10.805 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.25B | 258B | 1% |
| Annual Yield % from dividends | 1.62 | 1.15 | 141% |
| Returns for 1 year | 10.08 | 9.12 | 110% |
| Returns for 3 years | 44.87 | 37.15 | 121% |
| Returns for 5 years | 33.01 | 35.40 | 93% |
| Returns for 10 years | 94.90 | 67.71 | 140% |