PGELX
Price
$27.56
Change
+$0.10 (+0.36%)
Updated
Jul 25 closing price
Net Assets
2.21B
RLBEX
Price
$37.13
Change
+$0.07 (+0.19%)
Updated
Jul 25 closing price
Net Assets
253.86B
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PGELX vs RLBEX

Header iconPGELX vs RLBEX Comparison
Open Charts PGELX vs RLBEXBanner chart's image
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.

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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).
PGELXRLBEXPGELX / RLBEX
Total Expense Ratio0.710.59120%
Annual Report Gross Expense Ratio0.710.59120%
Fund Existence12 years23 years-
Gain YTD6.4559.00372%
Front LoadN/AN/A-
Min. Initial Investment0250-
Min. Initial Investment IRAN/AN/A-
Net Assets2.21B254B1%
Annual Yield % from dividends1.641.8390%
Returns for 1 year9.9710.2597%
Returns for 3 years40.2234.68116%
Returns for 5 years35.0739.5689%
Returns for 10 years82.4767.20123%
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