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PGEMX vs RLBCX
PGEMX vs RLBCX Comparison
Open Charts PGEMX vs RLBCX
George Putnam Balanced M
Price$27.82
Change-$0.05 (-0.18%)
VolumeN/A
Net Assets2.32B
American Funds American Balanced R3
Price$38.68
Change-$0.09 (-0.23%)
VolumeN/A
Net Assets266.1B
PGEMX vs RLBCX Comparison Chart in %
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PGEMX vs. RLBCX commentary
Oct 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 Buy and RLBCX is a Hold.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 266B vs. PGEMX (2.32B). RLBCX pays higher dividends than PGEMX: RLBCX (1.49) vs PGEMX (1.09). 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 (9.62) and PGEMX (9.33) have marching annual gain over last year. RLBCX return over 5 years is better than : 40.56 vs. PGEMX (30.46).
| 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 | 11.411 | 14.158 | 81% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.32B | 266B | 1% |
| Annual Yield % from dividends | 1.09 | 1.49 | 73% |
| Returns for 1 year | 9.33 | 9.62 | 97% |
| Returns for 3 years | 53.14 | 49.82 | 107% |
| Returns for 5 years | 30.46 | 40.56 | 75% |
| Returns for 10 years | 84.63 | 73.29 | 115% |
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