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PGEMX vs RLBCX
PGEMX vs RLBCX Comparison
Open Charts PGEMX vs RLBCX
George Putnam Balanced M
Price$27.66
Change+$0.06 (+0.22%)
VolumeN/A
Net Assets2.26B
American Funds American Balanced R3
Price$38.54
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets262.74B
PGEMX vs RLBCX Comparison Chart in %
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PGEMX vs. RLBCX 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 RLBCX is a Hold.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 263B vs. PGEMX (2.27B). RLBCX pays higher dividends than PGEMX: RLBCX (1.46) vs PGEMX (1.36). 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: 97.00 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 : 8.62 vs. PGEMX (7.23). RLBCX return over 5 years is better than : 36.95 vs. PGEMX (26.92).
| 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 | 11.099 | 13.744 | 81% |
| 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 | 1.46 | 93% |
| Returns for 1 year | 7.23 | 8.62 | 84% |
| Returns for 3 years | 44.44 | 39.76 | 112% |
| Returns for 5 years | 26.92 | 36.95 | 73% |
| Returns for 10 years | 80.90 | 67.89 | 119% |
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