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PGELX vs RLEFX
PGELX vs RLEFX Comparison
Open Charts PGELX vs RLEFX
George Putnam Balanced R5
Price$26.47
Change-$0.19 (-0.71%)
VolumeN/A
Net Assets2.15B
American Funds American Balanced R5E
Price$35.60
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets246.53B
PGELX vs RLEFX Comparison Chart
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PGELX vs. RLEFX 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 RLEFX is a Buy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 247B vs. PGELX (2.15B). RLEFX pays higher dividends than PGELX: RLEFX (2.09) vs PGELX (1.71). PGELX was incepted earlier than RLEFX: PGELX (12 years) vs RLEFX (10 years). PGELX (0.71) is less costly to investors than RLEFX (0.39). PGELX is a more actively managed with annual turnover of: 80.00 vs. RLEFX (44.00). PGELX has a lower initial minimum investment than RLEFX: PGELX (0) vs RLEFX (250). PGELX annual gain was more profitable for investors over the last year : 5.85 vs. RLEFX (5.49). RLEFX return over 5 years is better than : 39.46 vs. PGELX (36.75).
| PGELX | RLEFX | PGELX / RLEFX | |
| Total Expense Ratio | 0.71 | 0.39 | 182% |
| Annual Report Gross Expense Ratio | 0.71 | 0.39 | 182% |
| Fund Existence | 12 years | 10 years | - |
| Gain YTD | 2.953 | 4.524 | 65% |
| 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 | 2.09 | 82% |
| Returns for 1 year | 5.85 | 5.49 | 107% |
| Returns for 3 years | 41.68 | 33.28 | 125% |
| Returns for 5 years | 36.75 | 39.46 | 93% |
| Returns for 10 years | 75.96 | N/A | - |