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PGEJX vs RLEFX
PGEJX vs RLEFX Comparison
Open Charts PGEJX vs RLEFX
George Putnam Balanced R6
Price$23.91
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets1.96B
American Funds American Balanced R5E
Price$32.93
Change-$0.09 (-0.27%)
VolumeN/A
Net Assets224.9B
PGEJX vs RLEFX Comparison Chart
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PGEJX vs. RLEFX commentary
Apr 19, 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 RLEFX is a Buy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 225B vs. PGEJX (1.96B). PGEJX pays higher dividends than RLEFX: PGEJX (2.27) vs RLEFX (2.16). PGEJX was incepted earlier than RLEFX: PGEJX (11 years) vs RLEFX (9 years). PGEJX (0.61) is less costly to investors than RLEFX (0.40). RLEFX is a more actively managed with annual turnover of: 171.00 vs. PGEJX (80.00). 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 : 2.75 vs. PGEJX (2.51). RLEFX return over 5 years is better than : 32.76 vs. PGEJX (30.81).
| PGEJX | RLEFX | PGEJX / RLEFX | |
| Total Expense Ratio | 0.61 | 0.40 | 153% |
| Annual Report Gross Expense Ratio | 0.61 | 0.40 | 153% |
| Fund Existence | 11 years | 9 years | - |
| Gain YTD | -6.636 | -3.650 | 182% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.96B | 225B | 1% |
| Annual Yield % from dividends | 2.27 | 2.16 | 105% |
| Returns for 1 year | 2.51 | 2.75 | 91% |
| Returns for 3 years | 15.59 | 10.47 | 149% |
| Returns for 5 years | 30.81 | 32.76 | 94% |
| Returns for 10 years | 59.08 | N/A | - |