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PGEMX vs RLBEX
PGEMX vs RLBEX Comparison
Open Charts PGEMX vs RLBEX
George Putnam Balanced M
Price$27.82
Change-$0.05 (-0.18%)
VolumeN/A
Net Assets2.32B
American Funds American Balanced R4
Price$38.86
Change-$0.10 (-0.26%)
VolumeN/A
Net Assets266.1B
PGEMX vs RLBEX Comparison Chart in %
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PGEMX vs. RLBEX 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 RLBEX is a Hold.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 266B vs. PGEMX (2.32B). RLBEX pays higher dividends than PGEMX: RLBEX (1.74) vs PGEMX (1.09). PGEMX was incepted earlier than RLBEX: PGEMX (31 years) vs RLBEX (23 years). PGEMX (1.43) is less costly to investors than RLBEX (0.59). PGEMX is a more actively managed with annual turnover of: 80.00 vs. RLBEX (44.00). PGEMX has a lower initial minimum investment than RLBEX: PGEMX (0) vs RLBEX (250). RLBEX annual gain was more profitable for investors over the last year : 9.95 vs. PGEMX (9.33). RLBEX return over 5 years is better than : 42.38 vs. PGEMX (30.46).
| PGEMX | RLBEX | PGEMX / RLBEX | |
| Total Expense Ratio | 1.43 | 0.59 | 242% |
| Annual Report Gross Expense Ratio | 1.43 | 0.59 | 242% |
| Fund Existence | 31 years | 23 years | - |
| Gain YTD | 11.411 | 14.396 | 79% |
| 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 | 1.74 | 63% |
| Returns for 1 year | 9.33 | 9.95 | 94% |
| Returns for 3 years | 53.14 | 51.09 | 104% |
| Returns for 5 years | 30.46 | 42.38 | 72% |
| Returns for 10 years | 84.63 | 78.78 | 107% |
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