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PGELX vs RLBEX
PGELX vs RLBEX Comparison
Open Charts PGELX vs RLBEX
George Putnam Balanced R5
Price$24.66
Change+$1.29 (+5.52%)
VolumeN/A
Net Assets1.99B
American Funds American Balanced R4
Price$32.70
Change-$0.71 (-2.13%)
VolumeN/A
Net Assets228.54B
PGELX vs RLBEX Comparison Chart
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PGELX vs. RLBEX commentary
Apr 11, 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: 229B vs. PGELX (1.99B). PGELX pays higher dividends than RLBEX: PGELX (2.15) vs RLBEX (1.97). PGELX was incepted earlier than RLBEX: PGELX (11 years) vs RLBEX (23 years). PGELX (0.71) is less costly to investors than RLBEX (0.60). RLBEX is a more actively managed with annual turnover of: 171.00 vs. PGELX (80.00). PGELX has a lower initial minimum investment than RLBEX: PGELX (0) vs RLBEX (250). RLBEX (-3.59) and PGELX (-3.68) have marching annual gain over last year. RLBEX (30.13) and PGELX (29.56) have equivalent 5 years return.
| PGELX | RLBEX | PGELX / RLBEX | |
| Total Expense Ratio | 0.71 | 0.60 | 118% |
| Annual Report Gross Expense Ratio | 0.71 | 0.60 | 118% |
| Fund Existence | 11 years | 23 years | - |
| Gain YTD | -9.752 | -6.951 | 140% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.99B | 229B | 1% |
| Annual Yield % from dividends | 2.15 | 1.97 | 109% |
| Returns for 1 year | -3.68 | -3.59 | 102% |
| Returns for 3 years | 9.93 | 4.98 | 199% |
| Returns for 5 years | 29.56 | 30.13 | 98% |
| Returns for 10 years | 53.50 | 41.70 | 128% |
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