Interact to see
Advertisement
Advertisement
PGEJX vs RLBAX
PGEJX vs RLBAX Comparison
Open Charts PGEJX vs RLBAX
George Putnam Balanced R6
Price$27.08
Change+$0.13 (+0.48%)
VolumeN/A
Net Assets2.2B
American Funds American Balanced R1
Price$36.52
Change+$0.17 (+0.47%)
VolumeN/A
Net Assets252.39B
PGEJX vs RLBAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
PGEJX vs. RLBAX commentary
Jul 07, 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: 252B vs. PGEJX (2.2B). 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 : 7.66 vs. RLBAX (7.00). PGEJX (37.38) and RLBAX (37.04) 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 | 5.743 | 7.651 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.2B | 252B | 1% |
| Annual Yield % from dividends | 1.73 | 1.18 | 147% |
| Returns for 1 year | 7.66 | 7.00 | 109% |
| Returns for 3 years | 42.09 | 32.45 | 130% |
| Returns for 5 years | 37.38 | 37.04 | 101% |
| Returns for 10 years | 82.69 | 58.01 | 143% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement