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PGELX vs RLBBX
PGELX vs RLBBX Comparison
Open Charts PGELX vs RLBBX
George Putnam Balanced R5
Price$26.47
Change-$0.19 (-0.71%)
VolumeN/A
Net Assets2.15B
American Funds American Balanced R2
Price$35.35
Change-$0.31 (-0.87%)
VolumeN/A
Net Assets246.53B
PGELX vs RLBBX Comparison Chart
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PGELX vs. RLBBX commentary
Jun 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 Buy and RLBBX is a Buy.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 247B vs. PGELX (2.15B). PGELX pays higher dividends than RLBBX: PGELX (1.71) vs RLBBX (1.23). PGELX was incepted earlier than RLBBX: PGELX (12 years) vs RLBBX (23 years). RLBBX (1.32) is less costly to investors than PGELX (0.71). PGELX is a more actively managed with annual turnover of: 80.00 vs. RLBBX (44.00). PGELX has a lower initial minimum investment than RLBBX: PGELX (0) vs RLBBX (250). PGELX annual gain was more profitable for investors over the last year : 5.10 vs. RLBBX (4.47). PGELX (35.78) and RLBBX (34.04) have equivalent 5 years return.
| PGELX | RLBBX | PGELX / RLBBX | |
| Total Expense Ratio | 0.71 | 1.32 | 54% |
| Annual Report Gross Expense Ratio | 0.71 | 1.32 | 54% |
| Fund Existence | 12 years | 23 years | - |
| Gain YTD | 2.220 | 4.082 | 54% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.15B | 247B | 1% |
| Annual Yield % from dividends | 1.71 | 1.23 | 139% |
| Returns for 1 year | 5.10 | 4.47 | 114% |
| Returns for 3 years | 40.67 | 30.06 | 135% |
| Returns for 5 years | 35.78 | 34.04 | 105% |
| Returns for 10 years | 74.70 | 51.22 | 146% |
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