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PGEJX vs RLEFX
PGEJX vs RLEFX Comparison
Open Charts PGEJX vs RLEFX
George Putnam Balanced R6
Price$26.19
Change-$0.19 (-0.72%)
VolumeN/A
Net Assets2.13B
American Funds American Balanced R5E
Price$35.60
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets244.39B
PGEJX vs RLEFX Comparison Chart
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PGEJX vs. RLEFX commentary
Jun 15, 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: 244B vs. PGEJX (2.14B). RLEFX pays higher dividends than PGEJX: RLEFX (2.09) vs PGEJX (1.80). PGEJX was incepted earlier than RLEFX: PGEJX (12 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 annual gain was more profitable for investors over the last year : 5.49 vs. PGEJX (5.15). RLEFX return over 5 years is better than : 39.46 vs. PGEJX (36.15).
| PGEJX | RLEFX | PGEJX / RLEFX | |
| Total Expense Ratio | 0.61 | 0.39 | 156% |
| Annual Report Gross Expense Ratio | 0.61 | 0.39 | 156% |
| Fund Existence | 12 years | 10 years | - |
| Gain YTD | 2.267 | 4.524 | 50% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.14B | 244B | 1% |
| Annual Yield % from dividends | 1.80 | 2.09 | 86% |
| Returns for 1 year | 5.15 | 5.49 | 94% |
| Returns for 3 years | 40.88 | 33.28 | 123% |
| Returns for 5 years | 36.15 | 39.46 | 92% |
| Returns for 10 years | 75.05 | N/A | - |
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