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PGEJX vs RLBAX
PGEJX vs RLBAX Comparison
Open Charts PGEJX vs RLBAX
George Putnam Balanced R6
Price$28.69
Change-$0.34 (-1.17%)
VolumeN/A
Net Assets2.29B
American Funds American Balanced R1
Price$38.66
Change-$0.48 (-1.23%)
VolumeN/A
Net Assets268.67B
PGEJX vs RLBAX Comparison Chart in %
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PGEJX vs. RLBAX commentary
Nov 14, 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: 269B vs. PGEJX (2.29B). PGEJX pays higher dividends than RLBAX: PGEJX (2.04) vs RLBAX (1.08). 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 : 9.82 vs. RLBAX (9.08). RLBAX (36.92) and PGEJX (35.68) have equivalent 5 years return.
| 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 | 14.315 | 15.481 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.29B | 269B | 1% |
| Annual Yield % from dividends | 2.04 | 1.08 | 188% |
| Returns for 1 year | 9.82 | 9.08 | 108% |
| Returns for 3 years | 50.92 | 40.52 | 126% |
| Returns for 5 years | 35.68 | 36.92 | 97% |
| Returns for 10 years | 103.05 | 69.99 | 147% |
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