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PGEOX vs RLEFX
PGEOX vs RLEFX Comparison
Open Charts PGEOX vs RLEFX
George Putnam Balanced A
Price$27.10
Change-$0.01 (-0.04%)
VolumeN/A
Net Assets2.22B
American Funds American Balanced R5E
Price$37.10
Change-$0.07 (-0.19%)
VolumeN/A
Net Assets254.37B
PGEOX vs RLEFX Comparison Chart in %
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PGEOX vs. RLEFX commentary
Jul 29, 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: 254B vs. PGEOX (2.22B). RLEFX pays higher dividends than PGEOX: RLEFX (2.01) vs PGEOX (1.52). 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). PGEOX (9.26) and RLEFX (9.14) have marching annual gain over last year. RLEFX return over 5 years is better than : 39.19 vs. PGEOX (32.34).
| 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 | 6.667 | 8.928 | 75% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.22B | 254B | 1% |
| Annual Yield % from dividends | 1.52 | 2.01 | 75% |
| Returns for 1 year | 9.26 | 9.14 | 101% |
| Returns for 3 years | 34.50 | 31.68 | 109% |
| Returns for 5 years | 32.34 | 39.19 | 83% |
| Returns for 10 years | 78.72 | N/A | - |
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