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PGEJX vs RLBEX
PGEJX vs RLBEX Comparison
Open Charts PGEJX vs RLBEX
George Putnam Balanced R6
Price$24.81
Change-$0.10 (-0.40%)
VolumeN/A
Net Assets2.06B
American Funds American Balanced R4
Price$33.93
Change-$0.10 (-0.29%)
VolumeN/A
Net Assets232.94B
PGEJX vs RLBEX Comparison Chart
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PGEJX vs. RLBEX 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 RLBEX is a Hold.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 233B vs. PGEJX (2.06B). PGEJX pays higher dividends than RLBEX: PGEJX (2.18) vs RLBEX (1.91). PGEJX was incepted earlier than RLBEX: PGEJX (11 years) vs RLBEX (23 years). PGEJX (0.61) and RLBEX (0.60) have similar cost to investors . RLBEX is a more actively managed with annual turnover of: 171.00 vs. PGEJX (80.00). PGEJX has a lower initial minimum investment than RLBEX: PGEJX (0) vs RLBEX (250). PGEJX annual gain was more profitable for investors over the last year : 6.55 vs. RLBEX (4.21). PGEJX (42.64) and RLBEX (40.74) have equivalent 5 years return.
| PGEJX | RLBEX | PGEJX / RLBEX | |
| Total Expense Ratio | 0.61 | 0.60 | 102% |
| Annual Report Gross Expense Ratio | 0.61 | 0.60 | 102% |
| Fund Existence | 11 years | 23 years | - |
| Gain YTD | -1.247 | -0.395 | 316% |
| 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 | 1.91 | 114% |
| Returns for 1 year | 6.55 | 4.21 | 155% |
| Returns for 3 years | 23.62 | 15.34 | 154% |
| Returns for 5 years | 42.64 | 40.74 | 105% |
| Returns for 10 years | 71.51 | 53.96 | 133% |
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