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PGEMX vs RLEFX
PGEMX vs RLEFX Comparison
Open Charts PGEMX vs RLEFX
George Putnam Balanced M
Price$23.88
Change+$0.36 (+1.53%)
VolumeN/A
Net Assets1.96B
American Funds American Balanced R5E
Price$33.67
Change+$0.43 (+1.29%)
VolumeN/A
Net Assets226.9B
PGEMX vs RLEFX Comparison Chart
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PGEMX vs. RLEFX commentary
Apr 25, 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 RLEFX is a Buy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 227B vs. PGEMX (1.96B). RLEFX pays higher dividends than PGEMX: RLEFX (2.16) vs PGEMX (1.52). PGEMX was incepted earlier than RLEFX: PGEMX (30 years) vs RLEFX (9 years). PGEMX (1.43) is less costly to investors than RLEFX (0.40). RLEFX is a more actively managed with annual turnover of: 171.00 vs. PGEMX (80.00). PGEMX has a lower initial minimum investment than RLEFX: PGEMX (0) vs RLEFX (250). RLEFX annual gain was more profitable for investors over the last year : 4.35 vs. PGEMX (2.05). RLEFX return over 5 years is better than : 36.87 vs. PGEMX (26.93).
| PGEMX | RLEFX | PGEMX / RLEFX | |
| Total Expense Ratio | 1.43 | 0.40 | 357% |
| Annual Report Gross Expense Ratio | 1.43 | 0.40 | 357% |
| Fund Existence | 30 years | 9 years | - |
| Gain YTD | -5.960 | -1.485 | 401% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.96B | 227B | 1% |
| Annual Yield % from dividends | 1.52 | 2.16 | 70% |
| Returns for 1 year | 2.05 | 4.35 | 47% |
| Returns for 3 years | 15.53 | 14.97 | 104% |
| Returns for 5 years | 26.93 | 36.87 | 73% |
| Returns for 10 years | 48.65 | N/A | - |
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