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PGELX vs RLBCX
PGELX vs RLBCX Comparison
Open Charts PGELX vs RLBCX
George Putnam Balanced R5
Price$27.90
Change-$0.07 (-0.25%)
VolumeN/A
Net Assets2.24B
American Funds American Balanced R3
Price$37.19
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
PGELX vs RLBCX Comparison Chart in %
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PGELX vs. RLBCX commentary
Aug 18, 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 RLBCX is a Buy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 256B vs. PGELX (2.24B). PGELX pays higher dividends than RLBCX: PGELX (2.00) vs RLBCX (1.56). 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 : 9.37 vs. RLBCX (7.61). RLBCX return over 5 years is better than : 36.26 vs. PGELX (33.36).
| 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 | 8.161 | 9.537 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.24B | 256B | 1% |
| Annual Yield % from dividends | 2.00 | 1.56 | 129% |
| Returns for 1 year | 9.37 | 7.61 | 123% |
| Returns for 3 years | 34.06 | 28.47 | 120% |
| Returns for 5 years | 33.36 | 36.26 | 92% |
| Returns for 10 years | 85.83 | 63.18 | 136% |
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