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PGEJX vs RLBAX
PGEJX vs RLBAX Comparison
Open Charts PGEJX vs RLBAX
George Putnam Balanced R6
Price$25.55
Change+$0.03 (+0.12%)
VolumeN/A
Net Assets2.09B
American Funds American Balanced R1
Price$34.54
Change+$0.03 (+0.09%)
VolumeN/A
Net Assets237.69B
PGEJX vs RLBAX Comparison Chart
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PGEJX vs. RLBAX commentary
May 23, 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: 238B vs. PGEJX (2.09B). PGEJX pays higher dividends than RLBAX: PGEJX (2.28) vs RLBAX (1.28). PGEJX was incepted earlier than RLBAX: PGEJX (11 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 : 4.84 vs. RLBAX (3.94). PGEJX (35.22) and RLBAX (33.77) 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 | 11 years | 23 years | - |
| Gain YTD | -0.349 | 1.685 | -21% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.09B | 238B | 1% |
| Annual Yield % from dividends | 2.28 | 1.28 | 179% |
| Returns for 1 year | 4.84 | 3.94 | 123% |
| Returns for 3 years | 30.70 | 20.37 | 151% |
| Returns for 5 years | 35.22 | 33.77 | 104% |
| Returns for 10 years | 69.21 | 46.09 | 150% |
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