PGELX
Price
$28.18
Change
+$0.09 (+0.32%)
Updated
Sep 8 closing price
Net Assets
2.26B
RLBAX
Price
$37.74
Change
+$0.15 (+0.40%)
Updated
Sep 8 closing price
Net Assets
259.11B
Interact to see
Advertisement

PGELX vs RLBAX

Header iconPGELX vs RLBAX Comparison
Open Charts PGELX vs RLBAXBanner chart's image
George Putnam Balanced R5
Price$28.18
Change+$0.09 (+0.32%)
VolumeN/A
Net Assets2.26B
American Funds American Balanced R1
Price$37.74
Change+$0.15 (+0.40%)
VolumeN/A
Net Assets259.11B
PGELX vs RLBAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
PGELX vs. RLBAX commentary
Sep 09, 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 Buy and RLBAX is a Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 259B vs. PGELX (2.26B). PGELX pays higher dividends than RLBAX: PGELX (1.62) vs RLBAX (1.15). 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: 80.00 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 : 10.04 vs. RLBAX (9.12). RLBAX return over 5 years is better than : 35.40 vs. PGELX (32.96).
PGELXRLBAXPGELX / RLBAX
Total Expense Ratio0.711.3154%
Annual Report Gross Expense Ratio0.711.3154%
Fund Existence12 years23 years-
Gain YTD8.89710.80582%
Front LoadN/AN/A-
Min. Initial Investment0250-
Min. Initial Investment IRAN/AN/A-
Net Assets2.26B259B1%
Annual Yield % from dividends1.621.15141%
Returns for 1 year10.049.12110%
Returns for 3 years44.8237.15121%
Returns for 5 years32.9635.4093%
Returns for 10 years94.8367.71140%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
MGKQX14.920.18
+1.22%
Morgan Stanley Global Permanence R6
PWJZX35.340.30
+0.86%
PGIM Jennison International Opps Z
JSJCX15.720.02
+0.13%
JHancock Small Cap Dynamic Growth C
TBLIX36.78-0.02
-0.05%
Transamerica Multi-Managed Balanced I
RYSOX98.00-0.31
-0.32%
Rydex S&P 500 A