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PGELX vs RLBAX
PGELX vs RLBAX Comparison
Open Charts PGELX vs RLBAX
George Putnam Balanced R5
Price$28.66
Change+$0.10 (+0.35%)
VolumeN/A
Net Assets2.3B
American Funds American Balanced R1
Price$38.14
Change+$0.10 (+0.26%)
VolumeN/A
Net Assets262.75B
PGELX vs RLBAX Comparison Chart in %
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PGELX vs. RLBAX commentary
Sep 29, 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 Hold.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 263B vs. PGELX (2.3B). 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 : 8.63 vs. RLBAX (7.27). RLBAX (40.00) and PGELX (38.68) 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 | 11.107 | 12.531 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.3B | 263B | 1% |
| Annual Yield % from dividends | 1.62 | 1.15 | 141% |
| Returns for 1 year | 8.63 | 7.27 | 119% |
| Returns for 3 years | 56.71 | 48.19 | 118% |
| Returns for 5 years | 38.68 | 40.00 | 97% |
| Returns for 10 years | 106.05 | 74.51 | 142% |