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PGEMX vs RLBEX
PGEMX vs RLBEX Comparison
Open Charts PGEMX vs RLBEX
George Putnam Balanced M
Price$26.72
Change+$0.13 (+0.49%)
VolumeN/A
Net Assets2.22B
American Funds American Balanced R4
Price$37.10
Change+$0.12 (+0.32%)
VolumeN/A
Net Assets252.99B
PGEMX vs RLBEX Comparison Chart in %
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PGEMX vs. RLBEX 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 RLBEX is a Buy.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 253B vs. PGEMX (2.22B). RLBEX pays higher dividends than PGEMX: RLBEX (1.81) vs PGEMX (1.34). 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). PGEMX (10.38) and RLBEX (10.13) have marching annual gain over last year. RLBEX return over 5 years is better than : 37.00 vs. PGEMX (26.42).
| 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 | 6.485 | 8.915 | 73% |
| 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 | 1.81 | 74% |
| Returns for 1 year | 10.38 | 10.13 | 102% |
| Returns for 3 years | 33.08 | 31.71 | 104% |
| Returns for 5 years | 26.42 | 37.00 | 71% |
| Returns for 10 years | 71.08 | 67.06 | 106% |
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