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PGELX vs RLEFX
PGELX vs RLEFX Comparison
Open Charts PGELX vs RLEFX
George Putnam Balanced R5
Price$24.77
Change+$0.37 (+1.52%)
VolumeN/A
Net Assets1.96B
American Funds American Balanced R5E
Price$33.67
Change+$0.43 (+1.29%)
VolumeN/A
Net Assets226.9B
PGELX vs RLEFX Comparison Chart
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PGELX vs. RLEFX commentary
Apr 25, 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: 227B vs. PGELX (1.96B). RLEFX (2.16) and PGELX (2.15) have matching dividends . PGELX was incepted earlier than RLEFX: PGELX (11 years) vs RLEFX (9 years). PGELX (0.71) is less costly to investors than RLEFX (0.40). RLEFX is a more actively managed with annual turnover of: 171.00 vs. PGELX (80.00). PGELX has a lower initial minimum investment than RLEFX: PGELX (0) vs RLEFX (250). RLEFX annual gain was more profitable for investors over the last year : 4.35 vs. PGELX (2.89). RLEFX return over 5 years is better than : 36.87 vs. PGELX (32.52).
| PGELX | RLEFX | PGELX / RLEFX | |
| Total Expense Ratio | 0.71 | 0.40 | 178% |
| Annual Report Gross Expense Ratio | 0.71 | 0.40 | 178% |
| Fund Existence | 11 years | 9 years | - |
| Gain YTD | -5.774 | -1.485 | 389% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.96B | 227B | 1% |
| Annual Yield % from dividends | 2.15 | 2.16 | 100% |
| Returns for 1 year | 2.89 | 4.35 | 66% |
| Returns for 3 years | 18.39 | 14.97 | 123% |
| Returns for 5 years | 32.52 | 36.87 | 88% |
| Returns for 10 years | 59.90 | N/A | - |
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