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PGEJX vs RLBAX
PGEJX vs RLBAX Comparison
Open Charts PGEJX vs RLBAX
George Putnam Balanced R6
Price$23.91
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets1.96B
American Funds American Balanced R1
Price$32.64
Change-$0.09 (-0.27%)
VolumeN/A
Net Assets224.9B
PGEJX vs RLBAX Comparison Chart
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PGEJX vs. RLBAX commentary
Apr 19, 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 Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 225B vs. PGEJX (1.96B). PGEJX pays higher dividends than RLBAX: PGEJX (2.27) vs RLBAX (1.27). 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 : 2.51 vs. RLBAX (1.76). PGEJX return over 5 years is better than : 30.81 vs. RLBAX (27.60).
| 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 | -6.636 | -3.908 | 170% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.96B | 225B | 1% |
| Annual Yield % from dividends | 2.27 | 1.27 | 179% |
| Returns for 1 year | 2.51 | 1.76 | 142% |
| Returns for 3 years | 15.59 | 8.00 | 195% |
| Returns for 5 years | 30.81 | 27.60 | 112% |
| Returns for 10 years | 59.08 | 38.50 | 153% |
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