Interact to see
Advertisement
Advertisement
PGELX vs RLBCX
PGELX vs RLBCX Comparison
Open Charts PGELX vs RLBCX
George Putnam Balanced R5
Price$28.56
Change-$0.09 (-0.31%)
VolumeN/A
Net Assets2.29B
American Funds American Balanced R3
Price$38.15
Change-$0.16 (-0.42%)
VolumeN/A
Net Assets263.26B
PGELX vs RLBCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
PGELX vs. RLBCX commentary
Sep 26, 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 Hold.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 263B vs. PGELX (2.29B). PGELX pays higher dividends than RLBCX: PGELX (1.62) vs RLBCX (1.53). 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: 80.00 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 : 8.92 vs. RLBCX (7.76). RLBCX return over 5 years is better than : 42.19 vs. PGELX (38.63).
| 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 | 11.068 | 12.593 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.29B | 263B | 1% |
| Annual Yield % from dividends | 1.62 | 1.53 | 106% |
| Returns for 1 year | 8.92 | 7.76 | 115% |
| Returns for 3 years | 56.16 | 49.14 | 114% |
| Returns for 5 years | 38.63 | 42.19 | 92% |
| Returns for 10 years | 105.85 | 79.25 | 134% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement