Interact to see
Advertisement
Advertisement
PGEJX vs RLBAX
PGEJX vs RLBAX Comparison
Open Charts PGEJX vs RLBAX
George Putnam Balanced R6
Price$27.26
Change+$0.10 (+0.37%)
VolumeN/A
Net Assets2.21B
American Funds American Balanced R1
Price$36.83
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets253.86B
PGEJX vs RLBAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
PGEJX vs. RLBAX commentary
Jul 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 Buy and RLBAX is a Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 254B vs. PGEJX (2.21B). PGEJX pays higher dividends than RLBAX: PGEJX (1.73) vs RLBAX (1.18). 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 : 10.03 vs. RLBAX (9.42). PGEJX (35.42) and RLBAX (35.28) 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 | 6.507 | 8.565 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.21B | 254B | 1% |
| Annual Yield % from dividends | 1.73 | 1.18 | 147% |
| Returns for 1 year | 10.03 | 9.42 | 106% |
| Returns for 3 years | 40.45 | 32.14 | 126% |
| Returns for 5 years | 35.42 | 35.28 | 100% |
| Returns for 10 years | 82.83 | 58.06 | 143% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| PRCEX | 28.50 | N/A | N/A |
| Principal Real Estate Securities C | |||
| PMDDX | 18.69 | N/A | N/A |
| Principal Small-MidCap Dividend Inc C | |||
| MSEPX | 23.27 | N/A | N/A |
| Morgan Stanley Inst Emerging Mkts C | |||
| TNVIX | 18.14 | N/A | N/A |
| 1290 GAMCO Small/Mid Cap Value I | |||
| LZSMX | 10.33 | -0.02 | -0.19% |
| Lazard International Small Cap Eq Open | |||