Interact to see
Advertisement
Advertisement
PGELX vs RLBEX
PGELX vs RLBEX Comparison
Open Charts PGELX vs RLBEX
George Putnam Balanced R5
Price$25.83
Change+$0.03 (+0.12%)
VolumeN/A
Net Assets2.11B
American Funds American Balanced R4
Price$34.84
Change+$0.03 (+0.09%)
VolumeN/A
Net Assets240.4B
PGELX vs RLBEX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
PGELX vs. RLBEX commentary
May 23, 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: 240B vs. PGELX (2.11B). PGELX pays higher dividends than RLBEX: PGELX (2.16) vs RLBEX (1.98). PGELX was incepted earlier than RLBEX: PGELX (11 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 : 5.77 vs. RLBEX (4.29). RLBEX (37.92) and PGELX (36.64) 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 | 11 years | 23 years | - |
| Gain YTD | 0.868 | 1.888 | 46% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.11B | 240B | 1% |
| Annual Yield % from dividends | 2.16 | 1.98 | 109% |
| Returns for 1 year | 5.77 | 4.29 | 134% |
| Returns for 3 years | 33.40 | 23.41 | 143% |
| Returns for 5 years | 36.64 | 37.92 | 97% |
| Returns for 10 years | 70.97 | 54.17 | 131% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement