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PGEOX vs RLEFX
PGEOX vs RLEFX Comparison
Open Charts PGEOX vs RLEFX
George Putnam Balanced A
Price$24.36
Change+$0.36 (+1.50%)
VolumeN/A
Net Assets1.96B
American Funds American Balanced R5E
Price$33.67
Change+$0.43 (+1.29%)
VolumeN/A
Net Assets226.9B
PGEOX vs RLEFX Comparison Chart
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PGEOX 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 PGEOX is a Buy and RLEFX is a Buy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 227B vs. PGEOX (1.96B). RLEFX pays higher dividends than PGEOX: RLEFX (2.16) vs PGEOX (1.97). PGEOX was incepted earlier than RLEFX: PGEOX (88 years) vs RLEFX (9 years). PGEOX (0.93) is less costly to investors than RLEFX (0.40). RLEFX is a more actively managed with annual turnover of: 171.00 vs. PGEOX (80.00). PGEOX has a lower initial minimum investment than RLEFX: PGEOX (0) vs RLEFX (250). RLEFX annual gain was more profitable for investors over the last year : 4.35 vs. PGEOX (2.63). RLEFX return over 5 years is better than : 36.87 vs. PGEOX (30.55).
| PGEOX | RLEFX | PGEOX / RLEFX | |
| Total Expense Ratio | 0.93 | 0.40 | 233% |
| Annual Report Gross Expense Ratio | 0.93 | 0.40 | 233% |
| Fund Existence | 88 years | 9 years | - |
| Gain YTD | -5.842 | -1.485 | 393% |
| Front Load | 6% | 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 | 1.97 | 2.16 | 91% |
| Returns for 1 year | 2.63 | 4.35 | 60% |
| Returns for 3 years | 17.40 | 14.97 | 116% |
| Returns for 5 years | 30.55 | 36.87 | 83% |
| Returns for 10 years | 56.63 | N/A | - |
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