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PGEJX vs RLBEX
PGEJX vs RLBEX Comparison
Open Charts PGEJX vs RLBEX
George Putnam Balanced R6
Price$28.59
Change+$0.09 (+0.32%)
VolumeN/A
Net Assets2.31B
American Funds American Balanced R4
Price$38.94
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.37B
PGEJX vs RLBEX Comparison Chart in %
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PGEJX vs. RLBEX commentary
Oct 19, 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 RLBEX is a Buy.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 265B vs. PGEJX (2.32B). RLBEX (1.74) and PGEJX (1.67) have matching dividends . PGEJX was incepted earlier than RLBEX: PGEJX (12 years) vs RLBEX (23 years). PGEJX (0.61) and RLBEX (0.59) have similar cost to investors . PGEJX is a more actively managed with annual turnover of: 97.00 vs. RLBEX (44.00). PGEJX has a lower initial minimum investment than RLBEX: PGEJX (0) vs RLBEX (250). PGEJX (8.92) and RLBEX (8.70) have marching annual gain over last year. RLBEX return over 5 years is better than : 42.04 vs. PGEJX (35.42).
| PGEJX | RLBEX | PGEJX / RLBEX | |
| Total Expense Ratio | 0.61 | 0.59 | 103% |
| Annual Report Gross Expense Ratio | 0.61 | 0.59 | 103% |
| Fund Existence | 12 years | 23 years | - |
| Gain YTD | 12.115 | 14.631 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.32B | 265B | 1% |
| Annual Yield % from dividends | 1.67 | 1.74 | 96% |
| Returns for 1 year | 8.92 | 8.70 | 103% |
| Returns for 3 years | 55.69 | 50.52 | 110% |
| Returns for 5 years | 35.42 | 42.04 | 84% |
| Returns for 10 years | 98.07 | 77.69 | 126% |
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