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PGEJX vs RLBAX
PGEJX vs RLBAX Comparison
Open Charts PGEJX vs RLBAX
George Putnam Balanced R6
Price$27.26
Change+$0.10 (+0.37%)
VolumeN/A
Net Assets2.22B
American Funds American Balanced R1
Price$36.83
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets254.37B
PGEJX vs RLBAX Comparison Chart in %
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PGEJX vs. RLBAX commentary
Jul 28, 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 Buy and RLBAX is a Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 254B vs. PGEJX (2.22B). PGEJX pays higher dividends than RLBAX: PGEJX (1.73) vs RLBAX (1.18). 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: 80.00 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 : 10.43 vs. RLBAX (9.42). PGEJX (35.92) and RLBAX (35.28) 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 | 6.899 | 8.565 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.22B | 254B | 1% |
| Annual Yield % from dividends | 1.73 | 1.18 | 147% |
| Returns for 1 year | 10.43 | 9.42 | 111% |
| Returns for 3 years | 40.97 | 32.14 | 127% |
| Returns for 5 years | 35.92 | 35.28 | 102% |
| Returns for 10 years | 83.51 | 58.06 | 144% |
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