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PGEJX vs RLBAX
PGEJX vs RLBAX Comparison
Open Charts PGEJX vs RLBAX
George Putnam Balanced R6
Price$24.81
Change-$0.10 (-0.40%)
VolumeN/A
Net Assets2.06B
American Funds American Balanced R1
Price$33.69
Change-$0.10 (-0.30%)
VolumeN/A
Net Assets232.94B
PGEJX vs RLBAX Comparison Chart
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PGEJX vs. RLBAX commentary
Mar 12, 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 PGEJX is a Hold and RLBAX is a Hold.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 233B vs. PGEJX (2.06B). PGEJX pays higher dividends than RLBAX: PGEJX (2.18) vs RLBAX (1.25). PGEJX was incepted earlier than RLBAX: PGEJX (11 years) vs RLBAX (23 years). RLBAX (1.33) is less costly to investors than PGEJX (0.61). RLBAX is a more actively managed with annual turnover of: 171.00 vs. PGEJX (80.00). 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 : 6.55 vs. RLBAX (3.44). PGEJX return over 5 years is better than : 42.64 vs. RLBAX (36.43).
| PGEJX | RLBAX | PGEJX / RLBAX | |
| Total Expense Ratio | 0.61 | 1.33 | 46% |
| Annual Report Gross Expense Ratio | 0.61 | 1.33 | 46% |
| Fund Existence | 11 years | 23 years | - |
| Gain YTD | -1.247 | -0.523 | 239% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.06B | 233B | 1% |
| Annual Yield % from dividends | 2.18 | 1.25 | 174% |
| Returns for 1 year | 6.55 | 3.44 | 191% |
| Returns for 3 years | 23.62 | 13.46 | 175% |
| Returns for 5 years | 42.64 | 36.43 | 117% |
| Returns for 10 years | 71.51 | 45.78 | 156% |
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