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PGEMX vs RLBAX
PGEMX vs RLBAX Comparison
Open Charts PGEMX vs RLBAX
George Putnam Balanced M
Price$26.72
Change+$0.13 (+0.49%)
VolumeN/A
Net Assets2.22B
American Funds American Balanced R1
Price$36.79
Change+$0.13 (+0.35%)
VolumeN/A
Net Assets252.99B
PGEMX vs RLBAX Comparison Chart in %
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PGEMX vs. RLBAX commentary
Aug 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 StrongBuy and RLBAX is a Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 253B vs. PGEMX (2.22B). PGEMX pays higher dividends than RLBAX: PGEMX (1.34) vs RLBAX (1.17). 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 annual gain was more profitable for investors over the last year : 10.38 vs. RLBAX (9.31). RLBAX return over 5 years is better than : 32.80 vs. PGEMX (26.42).
| 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 | 6.485 | 8.447 | 77% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.22B | 253B | 1% |
| Annual Yield % from dividends | 1.34 | 1.17 | 114% |
| Returns for 1 year | 10.38 | 9.31 | 111% |
| Returns for 3 years | 33.08 | 29.22 | 113% |
| Returns for 5 years | 26.42 | 32.80 | 81% |
| Returns for 10 years | 71.08 | 57.96 | 123% |
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