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PGELX vs RLBAX
PGELX vs RLBAX Comparison
Open Charts PGELX vs RLBAX
George Putnam Balanced R5
Price$27.66
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets2.3B
American Funds American Balanced R1
Price$37.31
Change+$0.03 (+0.08%)
VolumeN/A
Net Assets269.37B
PGELX vs RLBAX Comparison Chart in %
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PGELX vs. RLBAX commentary
Dec 28, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 269B vs. PGELX (2.3B). PGELX (1.11) and RLBAX (1.07) have matching dividends . PGELX was incepted earlier than RLBAX: PGELX (12 years) vs RLBAX (24 years). RLBAX (1.31) is less costly to investors than PGELX (0.69). 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). RLBAX annual gain was more profitable for investors over the last year : 8.49 vs. PGELX (5.94). PGELX (31.21) and RLBAX (30.80) have equivalent 5 years return.
| PGELX | RLBAX | PGELX / RLBAX | |
| Total Expense Ratio | 0.69 | 1.31 | 53% |
| Annual Report Gross Expense Ratio | 0.69 | 1.31 | 53% |
| Fund Existence | 12 years | 24 years | - |
| Gain YTD | 7.654 | 10.082 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.3B | 269B | 1% |
| Annual Yield % from dividends | 1.11 | 1.07 | 104% |
| Returns for 1 year | 5.94 | 8.49 | 70% |
| Returns for 3 years | 47.72 | 35.20 | 136% |
| Returns for 5 years | 31.21 | 30.80 | 101% |
| Returns for 10 years | 88.67 | 65.43 | 136% |
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