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PGELX vs RAMHX
PGELX vs RAMHX Comparison
Open Charts PGELX vs RAMHX
George Putnam Balanced R5
Price$27.37
Change+$0.13 (+0.48%)
VolumeN/A
Net Assets2.2B
American Funds American Balanced R2E
Price$36.68
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
PGELX vs RAMHX Comparison Chart in %
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PGELX vs. RAMHX 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 PGELX is a Buy and RAMHX is a Buy.
FUNDAMENTALS
Fundamentals
RAMHX has more cash in the bank: 252B vs. PGELX (2.2B). PGELX pays higher dividends than RAMHX: PGELX (1.64) vs RAMHX (1.43). PGELX was incepted earlier than RAMHX: PGELX (12 years) vs RAMHX (11 years). RAMHX (1.04) is less costly to investors than PGELX (0.71). PGELX is a more actively managed with annual turnover of: 80.00 vs. RAMHX (44.00). PGELX has a lower initial minimum investment than RAMHX: PGELX (0) vs RAMHX (250). PGELX (7.62) and RAMHX (7.35) have marching annual gain over last year. RAMHX (38.74) and PGELX (37.08) have equivalent 5 years return.
| PGELX | RAMHX | PGELX / RAMHX | |
| Total Expense Ratio | 0.71 | 1.04 | 68% |
| Annual Report Gross Expense Ratio | 0.71 | 1.04 | 68% |
| Fund Existence | 12 years | 11 years | - |
| Gain YTD | 5.695 | 7.830 | 73% |
| 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 | 1.64 | 1.43 | 115% |
| Returns for 1 year | 7.62 | 7.35 | 104% |
| Returns for 3 years | 41.92 | 33.46 | 125% |
| Returns for 5 years | 37.08 | 38.74 | 96% |
| Returns for 10 years | 82.33 | 60.36 | 136% |
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