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PGELX vs RLBEX
PGELX vs RLBEX Comparison
Open Charts PGELX vs RLBEX
George Putnam Balanced R5
Price$28.56
Change-$0.09 (-0.31%)
VolumeN/A
Net Assets2.29B
American Funds American Balanced R4
Price$38.33
Change-$0.16 (-0.42%)
VolumeN/A
Net Assets263.26B
PGELX vs RLBEX Comparison Chart in %
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PGELX vs. RLBEX 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 RLBEX is a Hold.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 263B vs. PGELX (2.29B). RLBEX pays higher dividends than PGELX: RLBEX (1.79) vs PGELX (1.62). PGELX was incepted earlier than RLBEX: PGELX (12 years) vs RLBEX (23 years). PGELX (0.71) is less costly to investors than RLBEX (0.59). PGELX is a more actively managed with annual turnover of: 80.00 vs. RLBEX (44.00). PGELX has a lower initial minimum investment than RLBEX: PGELX (0) vs RLBEX (250). PGELX annual gain was more profitable for investors over the last year : 8.92 vs. RLBEX (8.12). RLBEX return over 5 years is better than : 44.03 vs. PGELX (38.63).
| PGELX | RLBEX | PGELX / RLBEX | |
| Total Expense Ratio | 0.71 | 0.59 | 120% |
| Annual Report Gross Expense Ratio | 0.71 | 0.59 | 120% |
| Fund Existence | 12 years | 23 years | - |
| Gain YTD | 11.068 | 12.835 | 86% |
| 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 | 1.79 | 91% |
| Returns for 1 year | 8.92 | 8.12 | 110% |
| Returns for 3 years | 56.16 | 50.42 | 111% |
| Returns for 5 years | 38.63 | 44.03 | 88% |
| Returns for 10 years | 105.85 | 85.00 | 125% |
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