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PGEJX vs RLBAX
PGEJX vs RLBAX Comparison
Open Charts PGEJX vs RLBAX
George Putnam Balanced R6
Price$28.26
Change-$0.08 (-0.28%)
VolumeN/A
Net Assets2.29B
American Funds American Balanced R1
Price$38.04
Change-$0.16 (-0.42%)
VolumeN/A
Net Assets263.26B
PGEJX vs RLBAX Comparison Chart in %
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PGEJX vs. RLBAX commentary
Sep 26, 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: 263B vs. PGEJX (2.29B). 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 : 8.94 vs. RLBAX (7.29). RLBAX (39.63) and PGEJX (38.96) have equivalent 5 years return.
| 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 | 11.134 | 12.236 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.29B | 263B | 1% |
| Annual Yield % from dividends | 1.72 | 1.15 | 149% |
| Returns for 1 year | 8.94 | 7.29 | 123% |
| Returns for 3 years | 56.44 | 47.30 | 119% |
| Returns for 5 years | 38.96 | 39.63 | 98% |
| Returns for 10 years | 106.23 | 74.58 | 142% |
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