Interact to see
Advertisement
Advertisement
PGEMX vs RLBAX
PGEMX vs RLBAX Comparison
Open Charts PGEMX vs RLBAX
George Putnam Balanced M
Price$27.56
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets2.29B
American Funds American Balanced R1
Price$38.27
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets263.25B
PGEMX vs RLBAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
PGEMX vs. RLBAX commentary
Sep 17, 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 Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 263B vs. PGEMX (2.3B). RLBAX (1.15) and PGEMX (1.12) 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). RLBAX (8.87) and PGEMX (8.69) have marching annual gain over last year. RLBAX return over 5 years is better than : 38.39 vs. PGEMX (31.33).
| 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 | 10.370 | 12.810 | 81% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.3B | 263B | 1% |
| Annual Yield % from dividends | 1.12 | 1.15 | 98% |
| Returns for 1 year | 8.69 | 8.87 | 98% |
| Returns for 3 years | 45.18 | 40.53 | 111% |
| Returns for 5 years | 31.33 | 38.39 | 82% |
| Returns for 10 years | 84.83 | 71.54 | 119% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement