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PGPRX vs RLBEX
PGPRX vs RLBEX Comparison
Open Charts PGPRX vs RLBEX
George Putnam Balanced R
Price$24.56
Change-$0.09 (-0.37%)
VolumeN/A
Net Assets2.06B
American Funds American Balanced R4
Price$33.93
Change-$0.10 (-0.29%)
VolumeN/A
Net Assets232.94B
PGPRX vs RLBEX Comparison Chart
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PGPRX vs. RLBEX commentary
Mar 12, 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 PGPRX is a Hold and RLBEX is a Hold.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 233B vs. PGPRX (2.06B). RLBEX pays higher dividends than PGPRX: RLBEX (1.91) vs PGPRX (1.67). PGPRX was incepted earlier than RLBEX: PGPRX (22 years) vs RLBEX (23 years). PGPRX (1.18) is less costly to investors than RLBEX (0.60). RLBEX is a more actively managed with annual turnover of: 171.00 vs. PGPRX (80.00). PGPRX has a lower initial minimum investment than RLBEX: PGPRX (0) vs RLBEX (250). PGPRX annual gain was more profitable for investors over the last year : 5.94 vs. RLBEX (4.21). RLBEX return over 5 years is better than : 40.74 vs. PGPRX (38.39).
| PGPRX | RLBEX | PGPRX / RLBEX | |
| Total Expense Ratio | 1.18 | 0.60 | 197% |
| Annual Report Gross Expense Ratio | 1.18 | 0.60 | 197% |
| Fund Existence | 22 years | 23 years | - |
| Gain YTD | -1.355 | -0.395 | 343% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.06B | 233B | 1% |
| Annual Yield % from dividends | 1.67 | 1.91 | 87% |
| Returns for 1 year | 5.94 | 4.21 | 141% |
| Returns for 3 years | 21.51 | 15.34 | 140% |
| Returns for 5 years | 38.39 | 40.74 | 94% |
| Returns for 10 years | 62.35 | 53.96 | 116% |
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