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PGEOX vs RLEFX
PGEOX vs RLEFX Comparison
Open Charts PGEOX vs RLEFX
George Putnam Balanced A
Price$26.90
Change+$0.12 (+0.45%)
VolumeN/A
Net Assets2.2B
American Funds American Balanced R5E
Price$36.84
Change+$0.17 (+0.46%)
VolumeN/A
Net Assets252.39B
PGEOX vs RLEFX Comparison Chart in %
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PGEOX vs. RLEFX commentary
Jul 07, 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: 252B vs. PGEOX (2.2B). 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). RLEFX annual gain was more profitable for investors over the last year : 8.07 vs. PGEOX (7.29). RLEFX return over 5 years is better than : 42.56 vs. PGEOX (35.05).
| 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 | 5.536 | 8.164 | 68% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.2B | 252B | 1% |
| Annual Yield % from dividends | 1.52 | 2.01 | 75% |
| Returns for 1 year | 7.29 | 8.07 | 90% |
| Returns for 3 years | 40.63 | 35.76 | 114% |
| Returns for 5 years | 35.05 | 42.56 | 82% |
| Returns for 10 years | 78.59 | N/A | - |
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