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PGEMX vs RLBAX
PGEMX vs RLBAX Comparison
Open Charts PGEMX vs RLBAX
George Putnam Balanced M
Price$27.66
Change+$0.06 (+0.22%)
VolumeN/A
Net Assets2.26B
American Funds American Balanced R1
Price$38.40
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets262.74B
PGEMX vs RLBAX Comparison Chart in %
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PGEMX vs. RLBAX commentary
Nov 20, 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 Hold and RLBAX is a Hold.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 263B vs. PGEMX (2.27B). PGEMX pays higher dividends than RLBAX: PGEMX (1.36) vs RLBAX (1.08). 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: 97.00 vs. RLBAX (44.00). PGEMX has a lower initial minimum investment than RLBAX: PGEMX (0) vs RLBAX (250). RLBAX annual gain was more profitable for investors over the last year : 8.15 vs. PGEMX (7.23). RLBAX return over 5 years is better than : 34.46 vs. PGEMX (26.92).
| 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 | 11.099 | 13.298 | 83% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.27B | 263B | 1% |
| Annual Yield % from dividends | 1.36 | 1.08 | 125% |
| Returns for 1 year | 7.23 | 8.15 | 89% |
| Returns for 3 years | 44.44 | 38.05 | 117% |
| Returns for 5 years | 26.92 | 34.46 | 78% |
| Returns for 10 years | 80.90 | 63.50 | 127% |
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