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PGEJX vs RLBAX
PGEJX vs RLBAX Comparison
Open Charts PGEJX vs RLBAX
George Putnam Balanced R6
Price$26.34
Change+$0.10 (+0.38%)
VolumeN/A
Net Assets2.16B
American Funds American Balanced R1
Price$35.04
Change+$0.23 (+0.66%)
VolumeN/A
Net Assets241.03B
PGEJX vs RLBAX Comparison Chart
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PGEJX vs. RLBAX commentary
Jan 31, 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 StrongBuy and RLBAX is a Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 241B vs. PGEJX (2.16B). 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 : 15.00 vs. RLBAX (11.22). PGEJX return over 5 years is better than : 35.10 vs. RLBAX (29.68).
| 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 | 2.411 | 3.029 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.16B | 241B | 1% |
| Annual Yield % from dividends | 1.39 | 1.59 | 88% |
| Returns for 1 year | 15.00 | 11.22 | 134% |
| Returns for 3 years | 20.83 | 12.82 | 162% |
| Returns for 5 years | 35.10 | 29.68 | 118% |
| Returns for 10 years | 80.07 | 51.41 | 156% |
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