Interact to see
Advertisement
Advertisement
PGELX vs RLBCX
PGELX vs RLBCX Comparison
Open Charts PGELX vs RLBCX
George Putnam Balanced R5
Price$28.90
Change+$0.09 (+0.31%)
VolumeN/A
Net Assets2.31B
American Funds American Balanced R3
Price$38.75
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.62B
PGELX vs RLBCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
PGELX vs. RLBCX commentary
Oct 19, 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 Hold and RLBCX is a Buy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 266B vs. PGELX (2.32B). PGELX pays higher dividends than RLBCX: PGELX (1.58) vs RLBCX (1.49). PGELX was incepted earlier than RLBCX: PGELX (12 years) vs RLBCX (23 years). RLBCX (0.89) is less costly to investors than PGELX (0.71). PGELX is a more actively managed with annual turnover of: 97.00 vs. RLBCX (44.00). PGELX has a lower initial minimum investment than RLBCX: PGELX (0) vs RLBCX (250). PGELX annual gain was more profitable for investors over the last year : 8.85 vs. RLBCX (8.34). RLBCX return over 5 years is better than : 40.24 vs. PGELX (35.11).
| PGELX | RLBCX | PGELX / RLBCX | |
| Total Expense Ratio | 0.71 | 0.89 | 80% |
| Annual Report Gross Expense Ratio | 0.71 | 0.89 | 80% |
| Fund Existence | 12 years | 23 years | - |
| Gain YTD | 12.038 | 14.364 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.32B | 266B | 1% |
| Annual Yield % from dividends | 1.58 | 1.49 | 106% |
| Returns for 1 year | 8.85 | 8.34 | 106% |
| Returns for 3 years | 55.42 | 49.26 | 113% |
| Returns for 5 years | 35.11 | 40.24 | 87% |
| Returns for 10 years | 97.68 | 72.18 | 135% |