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PGEJX vs RLEFX
PGEJX vs RLEFX Comparison
Open Charts PGEJX vs RLEFX
George Putnam Balanced R6
Price$27.26
Change+$0.10 (+0.37%)
VolumeN/A
Net Assets2.21B
American Funds American Balanced R5E
Price$37.17
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets253.86B
PGEJX vs RLEFX Comparison Chart in %
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PGEJX vs. RLEFX commentary
Jul 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 Buy and RLEFX is a Buy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 254B vs. PGEJX (2.21B). RLEFX pays higher dividends than PGEJX: RLEFX (2.01) vs PGEJX (1.73). 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 (10.46) and PGEJX (10.03) have marching annual gain over last year. RLEFX return over 5 years is better than : 40.77 vs. PGEJX (35.42).
| 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 | 6.507 | 9.133 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.21B | 254B | 1% |
| Annual Yield % from dividends | 1.73 | 2.01 | 86% |
| Returns for 1 year | 10.03 | 10.46 | 96% |
| Returns for 3 years | 40.45 | 35.42 | 114% |
| Returns for 5 years | 35.42 | 40.77 | 87% |
| Returns for 10 years | 82.83 | N/A | - |
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