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PGEMX vs RLBEX
PGEMX vs RLBEX Comparison
Open Charts PGEMX vs RLBEX
George Putnam Balanced M
Price$26.04
Change+$0.19 (+0.74%)
VolumeN/A
Net Assets2.16B
American Funds American Balanced R4
Price$36.35
Change+$0.27 (+0.75%)
VolumeN/A
Net Assets247.64B
PGEMX vs RLBEX Comparison Chart in %
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PGEMX vs. RLBEX commentary
Jun 28, 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 Buy.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 248B vs. PGEMX (2.16B). RLBEX pays higher dividends than PGEMX: RLBEX (1.90) vs PGEMX (1.24). 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 : 7.34 vs. PGEMX (5.45). RLBEX return over 5 years is better than : 42.62 vs. PGEMX (32.27).
| 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 | 3.356 | 6.713 | 50% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.16B | 248B | 1% |
| Annual Yield % from dividends | 1.24 | 1.90 | 65% |
| Returns for 1 year | 5.45 | 7.34 | 74% |
| Returns for 3 years | 35.15 | 32.63 | 108% |
| Returns for 5 years | 32.27 | 42.62 | 76% |
| Returns for 10 years | 67.04 | 65.75 | 102% |