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PGEJX vs RLEFX
PGEJX vs RLEFX Comparison
Open Charts PGEJX vs RLEFX
George Putnam Balanced R6
Price$29.04
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets2.31B
American Funds American Balanced R5E
Price$39.83
Change+$0.11 (+0.28%)
VolumeN/A
Net Assets269.37B
PGEJX vs RLEFX Comparison Chart in %
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PGEJX vs. RLEFX commentary
Dec 05, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 269B vs. PGEJX (2.31B). RLEFX pays higher dividends than PGEJX: RLEFX (1.86) vs PGEJX (1.19). 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: 97.00 vs. RLEFX (44.00). PGEJX has a lower initial minimum investment than RLEFX: PGEJX (0) vs RLEFX (250). PGEJX annual gain was more profitable for investors over the last year : 11.54 vs. RLEFX (9.99). PGEJX (40.15) and RLEFX (40.02) have equivalent 5 years return.
| 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 | 14.355 | 17.323 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.31B | 269B | 1% |
| Annual Yield % from dividends | 1.19 | 1.86 | 64% |
| Returns for 1 year | 11.54 | 9.99 | 115% |
| Returns for 3 years | 50.15 | 41.63 | 120% |
| Returns for 5 years | 40.15 | 40.02 | 100% |
| Returns for 10 years | 99.41 | 77.30 | 129% |
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