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PGELX vs RLBAX
PGELX vs RLBAX Comparison
Open Charts PGELX vs RLBAX
George Putnam Balanced R5
Price$28.90
Change+$0.09 (+0.31%)
VolumeN/A
Net Assets2.31B
American Funds American Balanced R1
Price$38.62
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.62B
PGELX vs RLBAX Comparison Chart in %
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PGELX vs. RLBAX commentary
Oct 19, 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 Hold and RLBAX is a Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 266B vs. PGELX (2.32B). PGELX pays higher dividends than RLBAX: PGELX (1.58) vs RLBAX (1.10). PGELX was incepted earlier than RLBAX: PGELX (12 years) vs RLBAX (23 years). RLBAX (1.31) is less costly to investors than PGELX (0.71). PGELX is a more actively managed with annual turnover of: 97.00 vs. RLBAX (44.00). PGELX has a lower initial minimum investment than RLBAX: PGELX (0) vs RLBAX (250). PGELX annual gain was more profitable for investors over the last year : 8.85 vs. RLBAX (7.84). RLBAX return over 5 years is better than : 37.69 vs. PGELX (35.11).
| PGELX | RLBAX | PGELX / RLBAX | |
| Total Expense Ratio | 0.71 | 1.31 | 54% |
| Annual Report Gross Expense Ratio | 0.71 | 1.31 | 54% |
| Fund Existence | 12 years | 23 years | - |
| Gain YTD | 12.038 | 13.947 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.32B | 266B | 1% |
| Annual Yield % from dividends | 1.58 | 1.10 | 143% |
| Returns for 1 year | 8.85 | 7.84 | 113% |
| Returns for 3 years | 55.42 | 47.39 | 117% |
| Returns for 5 years | 35.11 | 37.69 | 93% |
| Returns for 10 years | 97.68 | 67.66 | 144% |
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