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PGELX vs RLBCX
PGELX vs RLBCX Comparison
Open Charts PGELX vs RLBCX
George Putnam Balanced R5
Price$29.01
Change-$0.34 (-1.16%)
VolumeN/A
Net Assets2.32B
American Funds American Balanced R3
Price$38.80
Change-$0.48 (-1.22%)
VolumeN/A
Net Assets268.67B
PGELX vs RLBCX Comparison Chart in %
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PGELX vs. RLBCX 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 RLBCX is a Buy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 269B vs. PGELX (2.32B). PGELX pays higher dividends than RLBCX: PGELX (1.93) vs RLBCX (1.46). 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: 97.00 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 : 9.76 vs. RLBCX (8.39). RLBCX return over 5 years is better than : 37.74 vs. PGELX (35.37).
| 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 | 14.231 | 14.512 | 98% |
| 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 | 1.46 | 132% |
| Returns for 1 year | 9.76 | 8.39 | 116% |
| Returns for 3 years | 50.65 | 41.39 | 122% |
| Returns for 5 years | 35.37 | 37.74 | 94% |
| Returns for 10 years | 102.65 | 70.87 | 145% |
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