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PGEMX vs RLEFX
PGEMX vs RLEFX Comparison
Open Charts PGEMX vs RLEFX
George Putnam Balanced M
Price$26.04
Change+$0.19 (+0.74%)
VolumeN/A
Net Assets2.16B
American Funds American Balanced R5E
Price$36.48
Change+$0.10 (+0.27%)
VolumeN/A
Net Assets249.42B
PGEMX vs RLEFX Comparison Chart in %
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PGEMX vs. RLEFX 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 RLEFX is a Buy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 249B vs. PGEMX (2.16B). RLEFX pays higher dividends than PGEMX: RLEFX (2.09) vs PGEMX (1.24). PGEMX was incepted earlier than RLEFX: PGEMX (31 years) vs RLEFX (10 years). PGEMX (1.43) is less costly to investors than RLEFX (0.39). PGEMX is a more actively managed with annual turnover of: 80.00 vs. RLEFX (44.00). 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 : 7.55 vs. PGEMX (5.45). RLEFX return over 5 years is better than : 43.86 vs. PGEMX (32.27).
| PGEMX | RLEFX | PGEMX / RLEFX | |
| Total Expense Ratio | 1.43 | 0.39 | 367% |
| Annual Report Gross Expense Ratio | 1.43 | 0.39 | 367% |
| Fund Existence | 31 years | 10 years | - |
| Gain YTD | 3.356 | 6.814 | 49% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.16B | 249B | 1% |
| Annual Yield % from dividends | 1.24 | 2.09 | 60% |
| Returns for 1 year | 5.45 | 7.55 | 72% |
| Returns for 3 years | 35.15 | 33.32 | 105% |
| Returns for 5 years | 32.27 | 43.86 | 74% |
| Returns for 10 years | 67.04 | N/A | - |
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