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PGEMX vs RLBGX
PGEMX vs RLBGX Comparison
Open Charts PGEMX vs RLBGX
George Putnam Balanced M
Price$25.42
Change+$0.12 (+0.47%)
VolumeN/A
Net Assets2.12B
American Funds American Balanced R6
Price$35.87
Change+$0.07 (+0.20%)
VolumeN/A
Net Assets243.43B
PGEMX vs RLBGX Comparison Chart
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PGEMX vs. RLBGX 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 RLBGX is a Buy.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 243B vs. PGEMX (2.12B). RLBGX pays higher dividends than PGEMX: RLBGX (2.23) vs PGEMX (1.24). PGEMX was incepted earlier than RLBGX: PGEMX (31 years) vs RLBGX (16 years). PGEMX (1.43) is less costly to investors than RLBGX (0.25). PGEMX is a more actively managed with annual turnover of: 80.00 vs. RLBGX (44.00). PGEMX has a lower initial minimum investment than RLBGX: PGEMX (0) vs RLBGX (250). RLBGX annual gain was more profitable for investors over the last year : 7.49 vs. PGEMX (4.72). RLBGX return over 5 years is better than : 36.69 vs. PGEMX (26.01).
| PGEMX | RLBGX | PGEMX / RLBGX | |
| Total Expense Ratio | 1.43 | 0.25 | 572% |
| Annual Report Gross Expense Ratio | 1.43 | 0.25 | 572% |
| Fund Existence | 31 years | 16 years | - |
| Gain YTD | 1.157 | 4.838 | 24% |
| 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 | 2.23 | 56% |
| Returns for 1 year | 4.72 | 7.49 | 63% |
| Returns for 3 years | 25.93 | 23.19 | 112% |
| Returns for 5 years | 26.01 | 36.69 | 71% |
| Returns for 10 years | 62.23 | 62.42 | 100% |
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