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PGELX vs RLBCX
PGELX vs RLBCX Comparison
Open Charts PGELX vs RLBCX
George Putnam Balanced R5
Price$27.71
Change-$1.26 (-4.35%)
VolumeN/A
Net Assets2.3B
American Funds American Balanced R3
Price$38.13
Change-$0.57 (-1.47%)
VolumeN/A
Net Assets269.72B
PGELX vs RLBCX Comparison Chart in %
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PGELX vs. RLBCX commentary
Feb 04, 2026
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 RLBCX is a Hold.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 270B vs. PGELX (2.3B). RLBCX pays higher dividends than PGELX: RLBCX (1.62) vs PGELX (1.52). PGELX was incepted earlier than RLBCX: PGELX (12 years) vs RLBCX (24 years). RLBCX (0.89) is less costly to investors than PGELX (0.69). PGELX is a more actively managed with annual turnover of: 97.00 vs. RLBCX (44.00). PGELX has a lower initial minimum investment than RLBCX: PGELX (0) vs RLBCX (250). RLBCX annual gain was more profitable for investors over the last year : 10.97 vs. PGELX (6.70). RLBCX return over 5 years is better than : 33.82 vs. PGELX (28.29).
| PGELX | RLBCX | PGELX / RLBCX | |
| Total Expense Ratio | 0.69 | 0.89 | 78% |
| Annual Report Gross Expense Ratio | 0.69 | 0.89 | 78% |
| Fund Existence | 12 years | 24 years | - |
| Gain YTD | 0.984 | 2.445 | 40% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.3B | 270B | 1% |
| Annual Yield % from dividends | 1.52 | 1.62 | 94% |
| Returns for 1 year | 6.70 | 10.97 | 61% |
| Returns for 3 years | 39.91 | 35.49 | 112% |
| Returns for 5 years | 28.29 | 33.82 | 84% |
| Returns for 10 years | 102.66 | 84.49 | 121% |
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