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PGEJX vs RLBCX
PGEJX vs RLBCX Comparison
Open Charts PGEJX vs RLBCX
George Putnam Balanced R6
Price$27.34
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets2.3B
American Funds American Balanced R3
Price$37.42
Change+$0.03 (+0.08%)
VolumeN/A
Net Assets269.37B
PGEJX vs RLBCX Comparison Chart in %
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PGEJX vs. RLBCX commentary
Dec 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 Hold and RLBCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 269B vs. PGEJX (2.3B). RLBCX pays higher dividends than PGEJX: RLBCX (1.44) vs PGEJX (1.19). PGEJX was incepted earlier than RLBCX: PGEJX (12 years) vs RLBCX (24 years). RLBCX (0.89) is less costly to investors than PGEJX (0.60). PGEJX is a more actively managed with annual turnover of: 97.00 vs. RLBCX (44.00). PGEJX has a lower initial minimum investment than RLBCX: PGEJX (0) vs RLBCX (250). RLBCX annual gain was more profitable for investors over the last year : 8.81 vs. PGEJX (5.93). RLBCX return over 5 years is better than : 33.04 vs. PGEJX (31.41).
| PGEJX | RLBCX | PGEJX / RLBCX | |
| Total Expense Ratio | 0.60 | 0.89 | 67% |
| Annual Report Gross Expense Ratio | 0.60 | 0.89 | 67% |
| Fund Existence | 12 years | 24 years | - |
| Gain YTD | 7.660 | 10.439 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.3B | 269B | 1% |
| Annual Yield % from dividends | 1.19 | 1.44 | 83% |
| Returns for 1 year | 5.93 | 8.81 | 67% |
| Returns for 3 years | 47.90 | 36.85 | 130% |
| Returns for 5 years | 31.41 | 33.04 | 95% |
| Returns for 10 years | 88.86 | 69.88 | 127% |
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