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PGEJX vs RLBAX
PGEJX vs RLBAX Comparison
Open Charts PGEJX vs RLBAX
George Putnam Balanced R6
Price$28.59
Change+$0.09 (+0.32%)
VolumeN/A
Net Assets2.31B
American Funds American Balanced R1
Price$38.62
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.37B
PGEJX vs RLBAX Comparison Chart in %
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PGEJX vs. RLBAX commentary
Oct 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 RLBAX is a Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 265B vs. PGEJX (2.32B). PGEJX pays higher dividends than RLBAX: PGEJX (1.67) vs RLBAX (1.10). PGEJX was incepted earlier than RLBAX: PGEJX (12 years) vs RLBAX (23 years). RLBAX (1.31) is less costly to investors than PGEJX (0.61). PGEJX is a more actively managed with annual turnover of: 97.00 vs. RLBAX (44.00). PGEJX has a lower initial minimum investment than RLBAX: PGEJX (0) vs RLBAX (250). PGEJX annual gain was more profitable for investors over the last year : 8.92 vs. RLBAX (7.84). RLBAX return over 5 years is better than : 37.69 vs. PGEJX (35.42).
| PGEJX | RLBAX | PGEJX / RLBAX | |
| Total Expense Ratio | 0.61 | 1.31 | 47% |
| Annual Report Gross Expense Ratio | 0.61 | 1.31 | 47% |
| Fund Existence | 12 years | 23 years | - |
| Gain YTD | 12.115 | 13.947 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.32B | 265B | 1% |
| Annual Yield % from dividends | 1.67 | 1.10 | 151% |
| Returns for 1 year | 8.92 | 7.84 | 114% |
| Returns for 3 years | 55.69 | 47.39 | 117% |
| Returns for 5 years | 35.42 | 37.69 | 94% |
| Returns for 10 years | 98.07 | 67.66 | 145% |
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