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PGEJX vs RLBAX
PGEJX vs RLBAX Comparison
Open Charts PGEJX vs RLBAX
George Putnam Balanced R6
Price$27.60
Change-$0.07 (-0.25%)
VolumeN/A
Net Assets2.24B
American Funds American Balanced R1
Price$37.06
Change-$0.08 (-0.22%)
VolumeN/A
Net Assets256.26B
PGEJX vs RLBAX Comparison Chart in %
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PGEJX vs. RLBAX commentary
Aug 18, 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: 256B vs. PGEJX (2.24B). PGEJX pays higher dividends than RLBAX: PGEJX (2.12) vs RLBAX (1.17). 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 : 9.43 vs. RLBAX (7.15). RLBAX (33.77) and PGEJX (33.71) 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 | 8.233 | 9.243 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.24B | 256B | 1% |
| Annual Yield % from dividends | 2.12 | 1.17 | 182% |
| Returns for 1 year | 9.43 | 7.15 | 132% |
| Returns for 3 years | 34.23 | 27.06 | 126% |
| Returns for 5 years | 33.71 | 33.77 | 100% |
| Returns for 10 years | 86.23 | 59.12 | 146% |
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