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PGEOX vs RLEFX
PGEOX vs RLEFX Comparison
Open Charts PGEOX vs RLEFX
George Putnam Balanced A
Price$26.02
Change-$0.19 (-0.72%)
VolumeN/A
Net Assets2.13B
American Funds American Balanced R5E
Price$35.60
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets244.39B
PGEOX vs RLEFX Comparison Chart
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PGEOX vs. RLEFX commentary
Jun 16, 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 PGEOX is a Buy and RLEFX is a Buy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 244B vs. PGEOX (2.14B). RLEFX pays higher dividends than PGEOX: RLEFX (2.09) vs PGEOX (1.58). PGEOX was incepted earlier than RLEFX: PGEOX (88 years) vs RLEFX (10 years). PGEOX (0.93) is less costly to investors than RLEFX (0.39). PGEOX is a more actively managed with annual turnover of: 80.00 vs. RLEFX (44.00). PGEOX has a lower initial minimum investment than RLEFX: PGEOX (0) vs RLEFX (250). RLEFX annual gain was more profitable for investors over the last year : 5.49 vs. PGEOX (4.77). RLEFX return over 5 years is better than : 39.46 vs. PGEOX (33.75).
| PGEOX | RLEFX | PGEOX / RLEFX | |
| Total Expense Ratio | 0.93 | 0.39 | 238% |
| Annual Report Gross Expense Ratio | 0.93 | 0.39 | 238% |
| Fund Existence | 88 years | 10 years | - |
| Gain YTD | 2.083 | 4.524 | 46% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.14B | 244B | 1% |
| Annual Yield % from dividends | 1.58 | 2.09 | 76% |
| Returns for 1 year | 4.77 | 5.49 | 87% |
| Returns for 3 years | 39.40 | 33.28 | 118% |
| Returns for 5 years | 33.75 | 39.46 | 86% |
| Returns for 10 years | 71.04 | N/A | - |
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