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PGEMX vs RLBFX
PGEMX vs RLBFX Comparison
Open Charts PGEMX vs RLBFX
George Putnam Balanced M
Price$26.72
Change+$0.13 (+0.49%)
VolumeN/A
Net Assets2.22B
American Funds American Balanced R5
Price$37.24
Change+$0.12 (+0.32%)
VolumeN/A
Net Assets252.99B
PGEMX vs RLBFX Comparison Chart in %
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PGEMX vs. RLBFX 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 RLBFX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 253B vs. PGEMX (2.22B). RLBFX pays higher dividends than PGEMX: RLBFX (2.08) vs PGEMX (1.34). PGEMX was incepted earlier than RLBFX: PGEMX (31 years) vs RLBFX (23 years). PGEMX (1.43) is less costly to investors than RLBFX (0.29). PGEMX is a more actively managed with annual turnover of: 80.00 vs. RLBFX (44.00). PGEMX has a lower initial minimum investment than RLBFX: PGEMX (0) vs RLBFX (250). RLBFX (10.48) and PGEMX (10.38) have marching annual gain over last year. RLBFX return over 5 years is better than : 38.77 vs. PGEMX (26.42).
| PGEMX | RLBFX | PGEMX / RLBFX | |
| Total Expense Ratio | 1.43 | 0.29 | 493% |
| Annual Report Gross Expense Ratio | 1.43 | 0.29 | 493% |
| Fund Existence | 31 years | 23 years | - |
| Gain YTD | 6.485 | 9.101 | 71% |
| 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 | 2.08 | 64% |
| Returns for 1 year | 10.38 | 10.48 | 99% |
| Returns for 3 years | 33.08 | 32.76 | 101% |
| Returns for 5 years | 26.42 | 38.77 | 68% |
| Returns for 10 years | 71.08 | 68.01 | 105% |
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