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PGELX vs RLBAX
PGELX vs RLBAX Comparison
Open Charts PGELX vs RLBAX
George Putnam Balanced R5
Price$29.01
Change-$0.34 (-1.16%)
VolumeN/A
Net Assets2.32B
American Funds American Balanced R1
Price$38.66
Change-$0.48 (-1.23%)
VolumeN/A
Net Assets268.67B
PGELX vs RLBAX Comparison Chart in %
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PGELX vs. RLBAX commentary
Nov 14, 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: 269B vs. PGELX (2.32B). PGELX pays higher dividends than RLBAX: PGELX (1.93) vs RLBAX (1.08). 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 : 9.76 vs. RLBAX (9.08). RLBAX (36.92) and PGELX (35.37) have equivalent 5 years return.
| 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 | 14.231 | 15.481 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.32B | 269B | 1% |
| Annual Yield % from dividends | 1.93 | 1.08 | 178% |
| Returns for 1 year | 9.76 | 9.08 | 108% |
| Returns for 3 years | 50.65 | 40.52 | 125% |
| Returns for 5 years | 35.37 | 36.92 | 96% |
| Returns for 10 years | 102.65 | 69.99 | 147% |
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