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PGEMX vs RLBEX
PGEMX vs RLBEX Comparison
Open Charts PGEMX vs RLBEX
George Putnam Balanced M
Price$25.42
Change+$0.12 (+0.47%)
VolumeN/A
Net Assets2.12B
American Funds American Balanced R4
Price$35.77
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets243.43B
PGEMX vs RLBEX Comparison Chart
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PGEMX vs. RLBEX commentary
Jun 07, 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: 243B vs. PGEMX (2.12B). 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 : 7.11 vs. PGEMX (4.72). RLBEX return over 5 years is better than : 34.72 vs. PGEMX (26.01).
| 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 | 1.157 | 4.698 | 25% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.12B | 243B | 1% |
| Annual Yield % from dividends | 1.24 | 1.90 | 65% |
| Returns for 1 year | 4.72 | 7.11 | 66% |
| Returns for 3 years | 25.93 | 22.20 | 117% |
| Returns for 5 years | 26.01 | 34.72 | 75% |
| Returns for 10 years | 62.23 | 61.31 | 102% |
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