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PGEMX vs RLBCX
PGEMX vs RLBCX Comparison
Open Charts PGEMX vs RLBCX
George Putnam Balanced M
Price$26.72
Change+$0.13 (+0.49%)
VolumeN/A
Net Assets2.22B
American Funds American Balanced R3
Price$36.91
Change+$0.12 (+0.33%)
VolumeN/A
Net Assets252.99B
PGEMX vs RLBCX Comparison Chart in %
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PGEMX vs. RLBCX 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 RLBCX is a Buy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 253B vs. PGEMX (2.22B). RLBCX pays higher dividends than PGEMX: RLBCX (1.56) vs PGEMX (1.34). 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). PGEMX annual gain was more profitable for investors over the last year : 10.38 vs. RLBCX (9.77). RLBCX return over 5 years is better than : 35.23 vs. PGEMX (26.42).
| 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 | 6.485 | 8.712 | 74% |
| 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 | 1.56 | 86% |
| Returns for 1 year | 10.38 | 9.77 | 106% |
| Returns for 3 years | 33.08 | 30.66 | 108% |
| Returns for 5 years | 26.42 | 35.23 | 75% |
| Returns for 10 years | 71.08 | 61.95 | 115% |
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