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PGELX vs RLBEX
PGELX vs RLBEX Comparison
Open Charts PGELX vs RLBEX
George Putnam Balanced R5
Price$27.56
Change+$0.10 (+0.36%)
VolumeN/A
Net Assets2.21B
American Funds American Balanced R4
Price$37.13
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets253.86B
PGELX vs RLBEX Comparison Chart in %
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PGELX vs. RLBEX 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 RLBEX is a Buy.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 254B vs. PGELX (2.21B). RLBEX pays higher dividends than PGELX: RLBEX (1.83) vs PGELX (1.64). 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). RLBEX (10.25) and PGELX (9.97) have marching annual gain over last year. RLBEX return over 5 years is better than : 39.56 vs. PGELX (35.07).
| 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 | 6.455 | 9.003 | 72% |
| 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 | 1.83 | 90% |
| Returns for 1 year | 9.97 | 10.25 | 97% |
| Returns for 3 years | 40.22 | 34.68 | 116% |
| Returns for 5 years | 35.07 | 39.56 | 89% |
| Returns for 10 years | 82.47 | 67.20 | 123% |
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