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PGEJX vs RLEFX
PGEJX vs RLEFX Comparison
Open Charts PGEJX vs RLEFX
George Putnam Balanced R6
Price$25.55
Change+$0.03 (+0.12%)
VolumeN/A
Net Assets2.09B
American Funds American Balanced R5E
Price$34.88
Change+$0.03 (+0.09%)
VolumeN/A
Net Assets237.69B
PGEJX vs RLEFX Comparison Chart
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PGEJX vs. RLEFX 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 RLEFX is a Buy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 238B vs. PGEJX (2.09B). PGEJX pays higher dividends than RLEFX: PGEJX (2.28) vs RLEFX (2.17). PGEJX was incepted earlier than RLEFX: PGEJX (11 years) vs RLEFX (10 years). PGEJX (0.61) is less costly to investors than RLEFX (0.39). PGEJX is a more actively managed with annual turnover of: 80.00 vs. RLEFX (44.00). PGEJX has a lower initial minimum investment than RLEFX: PGEJX (0) vs RLEFX (250). RLEFX (4.95) and PGEJX (4.84) have marching annual gain over last year. RLEFX return over 5 years is better than : 39.17 vs. PGEJX (35.22).
| PGEJX | RLEFX | PGEJX / RLEFX | |
| Total Expense Ratio | 0.61 | 0.39 | 156% |
| Annual Report Gross Expense Ratio | 0.61 | 0.39 | 156% |
| Fund Existence | 11 years | 10 years | - |
| Gain YTD | -0.349 | 2.055 | -17% |
| 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 | 2.17 | 105% |
| Returns for 1 year | 4.84 | 4.95 | 98% |
| Returns for 3 years | 30.70 | 23.12 | 133% |
| Returns for 5 years | 35.22 | 39.17 | 90% |
| Returns for 10 years | 69.21 | N/A | - |
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