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PGELX vs RLEFX
PGELX vs RLEFX Comparison
Open Charts PGELX vs RLEFX
George Putnam Balanced R5
Price$25.83
Change+$0.03 (+0.12%)
VolumeN/A
Net Assets2.11B
American Funds American Balanced R5E
Price$34.88
Change+$0.03 (+0.09%)
VolumeN/A
Net Assets240.4B
PGELX vs RLEFX Comparison Chart
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PGELX vs. RLEFX 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 RLEFX is a Buy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 240B vs. PGELX (2.11B). RLEFX (2.17) and PGELX (2.16) have matching dividends . PGELX was incepted earlier than RLEFX: PGELX (11 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 : 5.77 vs. RLEFX (4.49). RLEFX return over 5 years is better than : 39.05 vs. PGELX (36.64).
| PGELX | RLEFX | PGELX / RLEFX | |
| Total Expense Ratio | 0.71 | 0.39 | 182% |
| Annual Report Gross Expense Ratio | 0.71 | 0.39 | 182% |
| Fund Existence | 11 years | 10 years | - |
| Gain YTD | 0.868 | 1.967 | 44% |
| 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 | 2.17 | 100% |
| Returns for 1 year | 5.77 | 4.49 | 128% |
| Returns for 3 years | 33.40 | 24.01 | 139% |
| Returns for 5 years | 36.64 | 39.05 | 94% |
| Returns for 10 years | 70.97 | N/A | - |
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