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PGEMX vs RLBFX
PGEMX vs RLBFX Comparison
Open Charts PGEMX vs RLBFX
George Putnam Balanced M
Price$27.82
Change-$0.05 (-0.18%)
VolumeN/A
Net Assets2.32B
American Funds American Balanced R5
Price$39.00
Change-$0.10 (-0.26%)
VolumeN/A
Net Assets266.1B
PGEMX vs RLBFX Comparison Chart in %
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PGEMX vs. RLBFX commentary
Oct 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 Buy and RLBFX is a Hold.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 266B vs. PGEMX (2.32B). RLBFX pays higher dividends than PGEMX: RLBFX (2.00) vs PGEMX (1.09). 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 : 10.30 vs. PGEMX (9.33). RLBFX return over 5 years is better than : 44.24 vs. PGEMX (30.46).
| 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 | 11.411 | 14.654 | 78% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.32B | 266B | 1% |
| Annual Yield % from dividends | 1.09 | 2.00 | 55% |
| Returns for 1 year | 9.33 | 10.30 | 91% |
| Returns for 3 years | 53.14 | 52.37 | 101% |
| Returns for 5 years | 30.46 | 44.24 | 69% |
| Returns for 10 years | 84.63 | 79.97 | 106% |
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