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PGEJX vs RLEFX
PGEJX vs RLEFX Comparison
Open Charts PGEJX vs RLEFX
George Putnam Balanced R6
Price$27.08
Change+$0.13 (+0.48%)
VolumeN/A
Net Assets2.2B
American Funds American Balanced R5E
Price$36.84
Change+$0.17 (+0.46%)
VolumeN/A
Net Assets252.39B
PGEJX vs RLEFX Comparison Chart in %
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PGEJX vs. RLEFX 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 RLEFX is a Buy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 252B vs. PGEJX (2.2B). RLEFX pays higher dividends than PGEJX: RLEFX (2.01) vs PGEJX (1.73). PGEJX was incepted earlier than RLEFX: PGEJX (12 years) vs RLEFX (10 years). PGEJX (0.61) is less costly to investors than RLEFX (0.39). PGEJX is a more actively managed with annual turnover of: 80.00 vs. RLEFX (44.00). PGEJX has a lower initial minimum investment than RLEFX: PGEJX (0) vs RLEFX (250). RLEFX annual gain was more profitable for investors over the last year : 8.07 vs. PGEJX (7.66). RLEFX return over 5 years is better than : 42.56 vs. PGEJX (37.38).
| PGEJX | RLEFX | PGEJX / RLEFX | |
| Total Expense Ratio | 0.61 | 0.39 | 156% |
| Annual Report Gross Expense Ratio | 0.61 | 0.39 | 156% |
| Fund Existence | 12 years | 10 years | - |
| Gain YTD | 5.743 | 8.164 | 70% |
| 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 | 2.01 | 86% |
| Returns for 1 year | 7.66 | 8.07 | 95% |
| Returns for 3 years | 42.09 | 35.76 | 118% |
| Returns for 5 years | 37.38 | 42.56 | 88% |
| Returns for 10 years | 82.69 | N/A | - |