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PGELX vs RLBEX
PGELX vs RLBEX Comparison
Open Charts PGELX vs RLBEX
George Putnam Balanced R5
Price$27.37
Change+$0.13 (+0.48%)
VolumeN/A
Net Assets2.19B
American Funds American Balanced R4
Price$36.81
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets251.2B
PGELX vs RLBEX Comparison Chart in %
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PGELX vs. RLBEX commentary
Jul 05, 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: 251B vs. PGELX (2.19B). 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 annual gain was more profitable for investors over the last year : 7.86 vs. PGELX (7.11). RLBEX return over 5 years is better than : 41.38 vs. PGELX (36.43).
| 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 | 5.193 | 8.064 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.19B | 251B | 1% |
| Annual Yield % from dividends | 1.64 | 1.83 | 90% |
| Returns for 1 year | 7.11 | 7.86 | 91% |
| Returns for 3 years | 41.24 | 35.05 | 118% |
| Returns for 5 years | 36.43 | 41.38 | 88% |
| Returns for 10 years | 81.47 | 67.17 | 121% |
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