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PGEMX vs RLBFX
PGEMX vs RLBFX Comparison
Open Charts PGEMX vs RLBFX
George Putnam Balanced M
Price$25.54
Change+$0.02 (+0.08%)
VolumeN/A
Net Assets2.14B
American Funds American Balanced R5
Price$35.73
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets244.53B
PGEMX vs RLBFX Comparison Chart in %
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PGEMX vs. RLBFX commentary
Jun 21, 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 RLBFX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 245B vs. PGEMX (2.14B). RLBFX pays higher dividends than PGEMX: RLBFX (2.18) vs PGEMX (1.24). 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 annual gain was more profitable for investors over the last year : 4.78 vs. PGEMX (3.81). RLBFX return over 5 years is better than : 39.40 vs. PGEMX (28.39).
| 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 | 2.117 | 4.677 | 45% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.14B | 245B | 1% |
| Annual Yield % from dividends | 1.24 | 2.18 | 57% |
| Returns for 1 year | 3.81 | 4.78 | 80% |
| Returns for 3 years | 38.47 | 35.33 | 109% |
| Returns for 5 years | 28.39 | 39.40 | 72% |
| Returns for 10 years | 62.04 | 60.49 | 103% |
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