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PGEMX vs RLBCX
PGEMX vs RLBCX Comparison
Open Charts PGEMX vs RLBCX
George Putnam Balanced M
Price$27.56
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets2.29B
American Funds American Balanced R3
Price$38.38
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets263.25B
PGEMX vs RLBCX Comparison Chart in %
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PGEMX vs. RLBCX 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 RLBCX is a Buy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 263B vs. PGEMX (2.3B). RLBCX pays higher dividends than PGEMX: RLBCX (1.53) vs PGEMX (1.12). PGEMX was incepted earlier than RLBCX: PGEMX (31 years) vs RLBCX (23 years). PGEMX (1.43) is less costly to investors than RLBCX (0.89). PGEMX is a more actively managed with annual turnover of: 80.00 vs. RLBCX (44.00). PGEMX has a lower initial minimum investment than RLBCX: PGEMX (0) vs RLBCX (250). RLBCX annual gain was more profitable for investors over the last year : 9.22 vs. PGEMX (8.69). RLBCX return over 5 years is better than : 40.78 vs. PGEMX (31.33).
| PGEMX | RLBCX | PGEMX / RLBCX | |
| Total Expense Ratio | 1.43 | 0.89 | 161% |
| Annual Report Gross Expense Ratio | 1.43 | 0.89 | 161% |
| Fund Existence | 31 years | 23 years | - |
| Gain YTD | 10.370 | 13.042 | 80% |
| 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 | 1.53 | 73% |
| Returns for 1 year | 8.69 | 9.22 | 94% |
| Returns for 3 years | 45.18 | 42.10 | 107% |
| Returns for 5 years | 31.33 | 40.78 | 77% |
| Returns for 10 years | 84.83 | 76.01 | 112% |
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