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PGELX vs RLBBX
PGELX vs RLBBX Comparison
Open Charts PGELX vs RLBBX
George Putnam Balanced R5
Price$27.56
Change+$0.10 (+0.36%)
VolumeN/A
Net Assets2.21B
American Funds American Balanced R2
Price$36.87
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets253.86B
PGELX vs RLBBX Comparison Chart in %
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PGELX vs. RLBBX commentary
Jul 27, 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: 254B vs. PGELX (2.21B). PGELX pays higher dividends than RLBBX: PGELX (1.64) vs RLBBX (1.17). PGELX was incepted earlier than RLBBX: PGELX (12 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 : 9.97 vs. RLBBX (9.41). RLBBX (35.33) and PGELX (35.07) have equivalent 5 years return.
| PGELX | RLBBX | PGELX / RLBBX | |
| Total Expense Ratio | 0.71 | 1.32 | 54% |
| Annual Report Gross Expense Ratio | 0.71 | 1.32 | 54% |
| Fund Existence | 12 years | 23 years | - |
| Gain YTD | 6.455 | 8.557 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.21B | 254B | 1% |
| Annual Yield % from dividends | 1.64 | 1.17 | 140% |
| Returns for 1 year | 9.97 | 9.41 | 106% |
| Returns for 3 years | 40.22 | 32.13 | 125% |
| Returns for 5 years | 35.07 | 35.33 | 99% |
| Returns for 10 years | 82.47 | 58.04 | 142% |