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PGELX vs RLBEX
PGELX vs RLBEX Comparison
Open Charts PGELX vs RLBEX
George Putnam Balanced R5
Price$26.47
Change-$0.19 (-0.71%)
VolumeN/A
Net Assets2.15B
American Funds American Balanced R4
Price$35.57
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets246.53B
PGELX vs RLBEX Comparison Chart
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PGELX vs. RLBEX commentary
Jun 15, 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: 247B vs. PGELX (2.15B). RLBEX pays higher dividends than PGELX: RLBEX (1.90) vs PGELX (1.71). 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 : 5.85 vs. RLBEX (5.25). RLBEX (38.29) and PGELX (36.75) have equivalent 5 years return.
| 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 | 2.953 | 4.423 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.15B | 247B | 1% |
| Annual Yield % from dividends | 1.71 | 1.90 | 90% |
| Returns for 1 year | 5.85 | 5.25 | 111% |
| Returns for 3 years | 41.68 | 32.58 | 128% |
| Returns for 5 years | 36.75 | 38.29 | 96% |
| Returns for 10 years | 75.96 | 59.72 | 127% |