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PGELX vs RLBCX
PGELX vs RLBCX Comparison
Open Charts PGELX vs RLBCX
George Putnam Balanced R5
Price$28.66
Change+$0.10 (+0.35%)
VolumeN/A
Net Assets2.3B
American Funds American Balanced R3
Price$38.26
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets262.75B
PGELX vs RLBCX Comparison Chart in %
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PGELX vs. RLBCX 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 RLBCX is a Hold.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 263B vs. PGELX (2.3B). PGELX pays higher dividends than RLBCX: PGELX (1.62) vs RLBCX (1.53). PGELX was incepted earlier than RLBCX: PGELX (12 years) vs RLBCX (23 years). RLBCX (0.89) is less costly to investors than PGELX (0.71). PGELX is a more actively managed with annual turnover of: 80.00 vs. RLBCX (44.00). PGELX has a lower initial minimum investment than RLBCX: PGELX (0) vs RLBCX (250). PGELX annual gain was more profitable for investors over the last year : 8.63 vs. RLBCX (7.77). RLBCX return over 5 years is better than : 42.60 vs. PGELX (38.68).
| PGELX | RLBCX | PGELX / RLBCX | |
| Total Expense Ratio | 0.71 | 0.89 | 80% |
| Annual Report Gross Expense Ratio | 0.71 | 0.89 | 80% |
| Fund Existence | 12 years | 23 years | - |
| Gain YTD | 11.107 | 12.918 | 86% |
| 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 | 1.53 | 106% |
| Returns for 1 year | 8.63 | 7.77 | 111% |
| Returns for 3 years | 56.71 | 50.08 | 113% |
| Returns for 5 years | 38.68 | 42.60 | 91% |
| Returns for 10 years | 106.05 | 79.23 | 134% |
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