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PGEMX vs RLBAX
PGEMX vs RLBAX Comparison
Open Charts PGEMX vs RLBAX
George Putnam Balanced M
Price$27.82
Change-$0.05 (-0.18%)
VolumeN/A
Net Assets2.32B
American Funds American Balanced R1
Price$38.56
Change-$0.09 (-0.23%)
VolumeN/A
Net Assets266.1B
PGEMX vs RLBAX Comparison Chart in %
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PGEMX vs. RLBAX commentary
Oct 09, 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 PGEMX is a Buy and RLBAX is a Hold.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 266B vs. PGEMX (2.32B). RLBAX (1.10) and PGEMX (1.09) have matching dividends . PGEMX was incepted earlier than RLBAX: PGEMX (31 years) vs RLBAX (23 years). PGEMX (1.43) is less costly to investors than RLBAX (1.31). PGEMX is a more actively managed with annual turnover of: 80.00 vs. RLBAX (44.00). PGEMX has a lower initial minimum investment than RLBAX: PGEMX (0) vs RLBAX (250). PGEMX (9.33) and RLBAX (9.12) have marching annual gain over last year. RLBAX return over 5 years is better than : 38.04 vs. PGEMX (30.46).
| PGEMX | RLBAX | PGEMX / RLBAX | |
| Total Expense Ratio | 1.43 | 1.31 | 109% |
| Annual Report Gross Expense Ratio | 1.43 | 1.31 | 109% |
| Fund Existence | 31 years | 23 years | - |
| Gain YTD | 11.411 | 13.770 | 83% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.32B | 266B | 1% |
| Annual Yield % from dividends | 1.09 | 1.10 | 99% |
| Returns for 1 year | 9.33 | 9.12 | 102% |
| Returns for 3 years | 53.14 | 47.98 | 111% |
| Returns for 5 years | 30.46 | 38.04 | 80% |
| Returns for 10 years | 84.63 | 68.72 | 123% |
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