Interact to see
Advertisement
Advertisement
PGELX vs RLBAX
PGELX vs RLBAX Comparison
Open Charts PGELX vs RLBAX
George Putnam Balanced R5
Price$27.71
Change-$1.26 (-4.35%)
VolumeN/A
Net Assets2.3B
American Funds American Balanced R1
Price$37.99
Change-$0.59 (-1.53%)
VolumeN/A
Net Assets269.72B
PGELX vs RLBAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
PGELX vs. RLBAX commentary
Feb 04, 2026
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 RLBAX is a Hold.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 270B vs. PGELX (2.3B). PGELX pays higher dividends than RLBAX: PGELX (1.52) vs RLBAX (1.22). 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 : 10.45 vs. PGELX (6.70). RLBAX return over 5 years is better than : 31.35 vs. PGELX (28.29).
| 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 | 0.984 | 2.371 | 41% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.3B | 270B | 1% |
| Annual Yield % from dividends | 1.52 | 1.22 | 125% |
| Returns for 1 year | 6.70 | 10.45 | 64% |
| Returns for 3 years | 39.91 | 33.63 | 119% |
| Returns for 5 years | 28.29 | 31.35 | 90% |
| Returns for 10 years | 102.66 | 79.34 | 129% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement