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PGELX vs RAMHX
PGELX vs RAMHX Comparison
Open Charts PGELX vs RAMHX
George Putnam Balanced R5
Price$25.83
Change+$0.03 (+0.12%)
VolumeN/A
Net Assets2.11B
American Funds American Balanced R2E
Price$34.70
Change+$0.03 (+0.09%)
VolumeN/A
Net Assets237.69B
PGELX vs RAMHX Comparison Chart
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PGELX vs. RAMHX 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 PGELX is a Buy and RAMHX is a Buy.
FUNDAMENTALS
Fundamentals
RAMHX has more cash in the bank: 238B vs. PGELX (2.11B). PGELX pays higher dividends than RAMHX: PGELX (2.16) vs RAMHX (1.55). PGELX was incepted earlier than RAMHX: PGELX (11 years) vs RAMHX (11 years). RAMHX (1.04) is less costly to investors than PGELX (0.71). PGELX is a more actively managed with annual turnover of: 80.00 vs. RAMHX (44.00). PGELX has a lower initial minimum investment than RAMHX: PGELX (0) vs RAMHX (250). PGELX annual gain was more profitable for investors over the last year : 5.77 vs. RAMHX (4.28). PGELX (36.64) and RAMHX (35.46) have equivalent 5 years return.
| PGELX | RAMHX | PGELX / RAMHX | |
| Total Expense Ratio | 0.71 | 1.04 | 68% |
| Annual Report Gross Expense Ratio | 0.71 | 1.04 | 68% |
| Fund Existence | 11 years | 11 years | - |
| Gain YTD | 0.868 | 1.811 | 48% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.11B | 238B | 1% |
| Annual Yield % from dividends | 2.16 | 1.55 | 140% |
| Returns for 1 year | 5.77 | 4.28 | 135% |
| Returns for 3 years | 33.40 | 21.23 | 157% |
| Returns for 5 years | 36.64 | 35.46 | 103% |
| Returns for 10 years | 70.97 | 48.05 | 148% |
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