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PGEMX vs RLBGX
PGEMX vs RLBGX Comparison
Open Charts PGEMX vs RLBGX
George Putnam Balanced M
Price$26.04
Change+$0.19 (+0.74%)
VolumeN/A
Net Assets2.16B
American Funds American Balanced R6
Price$36.44
Change+$0.27 (+0.75%)
VolumeN/A
Net Assets247.64B
PGEMX vs RLBGX Comparison Chart in %
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PGEMX vs. RLBGX commentary
Jun 28, 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: 248B vs. PGEMX (2.16B). 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 : 7.76 vs. PGEMX (5.45). RLBGX return over 5 years is better than : 44.76 vs. PGEMX (32.27).
| 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 | 3.356 | 6.910 | 49% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.16B | 248B | 1% |
| Annual Yield % from dividends | 1.24 | 2.23 | 56% |
| Returns for 1 year | 5.45 | 7.76 | 70% |
| Returns for 3 years | 35.15 | 33.86 | 104% |
| Returns for 5 years | 32.27 | 44.76 | 72% |
| Returns for 10 years | 67.04 | 67.11 | 100% |