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PGEJX vs RLBCX
PGEJX vs RLBCX Comparison
Open Charts PGEJX vs RLBCX
George Putnam Balanced R6
Price$24.81
Change-$0.10 (-0.40%)
VolumeN/A
Net Assets2.06B
American Funds American Balanced R3
Price$33.78
Change-$0.10 (-0.30%)
VolumeN/A
Net Assets232.94B
PGEJX vs RLBCX Comparison Chart
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PGEJX vs. RLBCX commentary
Mar 12, 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 RLBCX is a Hold.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 233B vs. PGEJX (2.06B). PGEJX pays higher dividends than RLBCX: PGEJX (2.18) vs RLBCX (1.65). PGEJX was incepted earlier than RLBCX: PGEJX (11 years) vs RLBCX (23 years). RLBCX (0.89) is less costly to investors than PGEJX (0.61). RLBCX is a more actively managed with annual turnover of: 171.00 vs. PGEJX (80.00). PGEJX has a lower initial minimum investment than RLBCX: PGEJX (0) vs RLBCX (250). PGEJX annual gain was more profitable for investors over the last year : 6.55 vs. RLBCX (3.89). PGEJX return over 5 years is better than : 42.64 vs. RLBCX (38.96).
| PGEJX | RLBCX | PGEJX / RLBCX | |
| Total Expense Ratio | 0.61 | 0.89 | 69% |
| Annual Report Gross Expense Ratio | 0.61 | 0.89 | 69% |
| Fund Existence | 11 years | 23 years | - |
| Gain YTD | -1.247 | -0.441 | 283% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.06B | 233B | 1% |
| Annual Yield % from dividends | 2.18 | 1.65 | 132% |
| Returns for 1 year | 6.55 | 3.89 | 168% |
| Returns for 3 years | 23.62 | 14.56 | 162% |
| Returns for 5 years | 42.64 | 38.96 | 109% |
| Returns for 10 years | 71.51 | 49.34 | 145% |
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