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PGEJX vs RLBAX
PGEJX vs RLBAX Comparison
Open Charts PGEJX vs RLBAX
George Putnam Balanced R6
Price$25.72
Change-$0.56 (-2.13%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R1
Price$33.94
Change-$0.82 (-2.36%)
VolumeN/A
CapitalizationN/A
PGEJX vs RLBAX Comparison Chart
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PGEJX vs. RLBAX commentary
Dec 19, 2024
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 PGEJX is a Hold and RLBAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 241B vs. PGEJX (2.15B). RLBAX pays higher dividends than PGEJX: RLBAX (1.59) vs PGEJX (1.39). PGEJX was incepted earlier than RLBAX: PGEJX (11 years) vs RLBAX (23 years). RLBAX is a more actively managed with annual turnover of: 171.00 vs. PGEJX (47.00). PGEJX has a lower initial minimum investment than RLBAX: PGEJX (0) vs RLBAX (250). PGEJX annual gain was more profitable for investors over the last year : 14.35 vs. RLBAX (8.86). PGEJX return over 5 years is better than : 32.81 vs. RLBAX (25.61).
| PGEJX | RLBAX | PGEJX / RLBAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 23 years | - |
| Gain YTD | 13.998 | 8.411 | 166% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.15B | 241B | 1% |
| Annual Yield % from dividends | 1.39 | 1.59 | 88% |
| Returns for 1 year | 14.35 | 8.86 | 162% |
| Returns for 3 years | 15.42 | 7.63 | 202% |
| Returns for 5 years | 32.81 | 25.61 | 128% |
| Returns for 10 years | 74.70 | 37.76 | 198% |
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