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PGELX vs RLBBX
PGELX vs RLBBX Comparison
Open Charts PGELX vs RLBBX
George Putnam Balanced R5
Price$25.83
Change+$0.03 (+0.12%)
VolumeN/A
Net Assets2.11B
American Funds American Balanced R2
Price$34.58
Change+$0.03 (+0.09%)
VolumeN/A
Net Assets237.69B
PGELX vs RLBBX Comparison Chart
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PGELX vs. RLBBX commentary
May 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 RLBBX is a Buy.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 238B vs. PGELX (2.11B). PGELX pays higher dividends than RLBBX: PGELX (2.16) vs RLBBX (1.27). PGELX was incepted earlier than RLBBX: PGELX (11 years) vs RLBBX (23 years). RLBBX (1.32) is less costly to investors than PGELX (0.71). PGELX is a more actively managed with annual turnover of: 80.00 vs. RLBBX (44.00). PGELX has a lower initial minimum investment than RLBBX: PGELX (0) vs RLBBX (250). PGELX annual gain was more profitable for investors over the last year : 5.77 vs. RLBBX (3.94). PGELX return over 5 years is better than : 36.64 vs. RLBBX (33.77).
| PGELX | RLBBX | PGELX / RLBBX | |
| Total Expense Ratio | 0.71 | 1.32 | 54% |
| Annual Report Gross Expense Ratio | 0.71 | 1.32 | 54% |
| Fund Existence | 11 years | 23 years | - |
| Gain YTD | 0.868 | 1.686 | 51% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.11B | 238B | 1% |
| Annual Yield % from dividends | 2.16 | 1.27 | 170% |
| Returns for 1 year | 5.77 | 3.94 | 146% |
| Returns for 3 years | 33.40 | 20.42 | 164% |
| Returns for 5 years | 36.64 | 33.77 | 108% |
| Returns for 10 years | 70.97 | 46.08 | 154% |
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