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PGELX vs RLBEX
PGELX vs RLBEX Comparison
Open Charts PGELX vs RLBEX
George Putnam Balanced R5
Price$27.71
Change-$1.26 (-4.35%)
VolumeN/A
Net Assets2.3B
American Funds American Balanced R4
Price$38.33
Change-$0.56 (-1.44%)
VolumeN/A
Net Assets269.72B
PGELX vs RLBEX Comparison Chart in %
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PGELX vs. RLBEX 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 RLBEX is a Hold.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 270B vs. PGELX (2.3B). RLBEX pays higher dividends than PGELX: RLBEX (1.87) vs PGELX (1.52). PGELX was incepted earlier than RLBEX: PGELX (12 years) vs RLBEX (24 years). PGELX (0.69) is less costly to investors than RLBEX (0.59). PGELX is a more actively managed with annual turnover of: 97.00 vs. RLBEX (44.00). PGELX has a lower initial minimum investment than RLBEX: PGELX (0) vs RLBEX (250). RLBEX annual gain was more profitable for investors over the last year : 11.32 vs. PGELX (6.70). RLBEX return over 5 years is better than : 35.56 vs. PGELX (28.29).
| PGELX | RLBEX | PGELX / RLBEX | |
| Total Expense Ratio | 0.69 | 0.59 | 117% |
| Annual Report Gross Expense Ratio | 0.69 | 0.59 | 117% |
| Fund Existence | 12 years | 24 years | - |
| Gain YTD | 0.984 | 2.459 | 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 | 1.87 | 81% |
| Returns for 1 year | 6.70 | 11.32 | 59% |
| Returns for 3 years | 39.91 | 36.71 | 109% |
| Returns for 5 years | 28.29 | 35.56 | 80% |
| Returns for 10 years | 102.66 | 90.55 | 113% |
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