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PGEJX vs RLBEX
PGEJX vs RLBEX Comparison
Open Charts PGEJX vs RLBEX
George Putnam Balanced R6
Price$28.26
Change-$0.08 (-0.28%)
VolumeN/A
Net Assets2.29B
American Funds American Balanced R4
Price$38.33
Change-$0.16 (-0.42%)
VolumeN/A
Net Assets263.26B
PGEJX vs RLBEX Comparison Chart in %
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PGEJX vs. RLBEX commentary
Sep 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 Hold and RLBEX is a Hold.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 263B vs. PGEJX (2.29B). RLBEX (1.79) and PGEJX (1.72) have matching dividends . PGEJX was incepted earlier than RLBEX: PGEJX (12 years) vs RLBEX (23 years). PGEJX (0.61) and RLBEX (0.59) have similar cost to investors . PGEJX is a more actively managed with annual turnover of: 80.00 vs. RLBEX (44.00). 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 : 8.94 vs. RLBEX (8.12). RLBEX return over 5 years is better than : 44.03 vs. PGEJX (38.96).
| PGEJX | RLBEX | PGEJX / RLBEX | |
| Total Expense Ratio | 0.61 | 0.59 | 103% |
| Annual Report Gross Expense Ratio | 0.61 | 0.59 | 103% |
| Fund Existence | 12 years | 23 years | - |
| Gain YTD | 11.134 | 12.835 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.29B | 263B | 1% |
| Annual Yield % from dividends | 1.72 | 1.79 | 96% |
| Returns for 1 year | 8.94 | 8.12 | 110% |
| Returns for 3 years | 56.44 | 50.42 | 112% |
| Returns for 5 years | 38.96 | 44.03 | 88% |
| Returns for 10 years | 106.23 | 85.00 | 125% |
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