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PGELX vs RAMHX
PGELX vs RAMHX Comparison
Open Charts PGELX vs RAMHX
George Putnam Balanced R5
Price$24.77
Change+$0.37 (+1.52%)
VolumeN/A
Net Assets1.96B
American Funds American Balanced R2E
Price$33.51
Change+$0.43 (+1.30%)
VolumeN/A
Net Assets226.9B
PGELX vs RAMHX Comparison Chart
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PGELX vs. RAMHX commentary
Apr 25, 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: 227B vs. PGELX (1.96B). PGELX pays higher dividends than RAMHX: PGELX (2.15) vs RAMHX (1.54). 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). RAMHX is a more actively managed with annual turnover of: 171.00 vs. PGELX (80.00). PGELX has a lower initial minimum investment than RAMHX: PGELX (0) vs RAMHX (250). RAMHX annual gain was more profitable for investors over the last year : 3.68 vs. PGELX (2.89). RAMHX (33.13) and PGELX (32.52) 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 | -5.774 | -1.680 | 344% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.96B | 227B | 1% |
| Annual Yield % from dividends | 2.15 | 1.54 | 140% |
| Returns for 1 year | 2.89 | 3.68 | 78% |
| Returns for 3 years | 18.39 | 13.20 | 139% |
| Returns for 5 years | 32.52 | 33.13 | 98% |
| Returns for 10 years | 59.90 | 42.97 | 139% |