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PGEJX vs RLBAX
PGEJX vs RLBAX Comparison
Open Charts PGEJX vs RLBAX
George Putnam Balanced R6
Price$27.80
Change+$0.20 (+0.72%)
VolumeN/A
Net Assets2.25B
American Funds American Balanced R1
Price$37.59
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets257.73B
PGEJX vs RLBAX Comparison Chart in %
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PGEJX vs. RLBAX commentary
Sep 06, 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 Buy and RLBAX is a Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 258B vs. PGEJX (2.25B). PGEJX pays higher dividends than RLBAX: PGEJX (1.72) vs RLBAX (1.15). PGEJX was incepted earlier than RLBAX: PGEJX (12 years) vs RLBAX (23 years). RLBAX (1.31) is less costly to investors than PGEJX (0.61). PGEJX is a more actively managed with annual turnover of: 80.00 vs. RLBAX (44.00). 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 : 10.15 vs. RLBAX (9.12). RLBAX return over 5 years is better than : 35.40 vs. PGEJX (33.32).
| PGEJX | RLBAX | PGEJX / RLBAX | |
| Total Expense Ratio | 0.61 | 1.31 | 47% |
| Annual Report Gross Expense Ratio | 0.61 | 1.31 | 47% |
| Fund Existence | 12 years | 23 years | - |
| Gain YTD | 9.017 | 10.805 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.25B | 258B | 1% |
| Annual Yield % from dividends | 1.72 | 1.15 | 149% |
| Returns for 1 year | 10.15 | 9.12 | 111% |
| Returns for 3 years | 45.14 | 37.15 | 122% |
| Returns for 5 years | 33.32 | 35.40 | 94% |
| Returns for 10 years | 95.29 | 67.71 | 141% |