Interact to see
Advertisement
Advertisement
PGEMX vs RLBAX
PGEMX vs RLBAX Comparison
Open Charts PGEMX vs RLBAX
George Putnam Balanced M
Price$27.15
Change+$0.09 (+0.33%)
VolumeN/A
Net Assets2.26B
American Funds American Balanced R1
Price$37.74
Change+$0.15 (+0.40%)
VolumeN/A
Net Assets259.11B
PGEMX vs RLBAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
PGEMX vs. RLBAX commentary
Sep 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 RLBAX is a Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 259B vs. PGEMX (2.26B). RLBAX (1.15) and PGEMX (1.12) have matching dividends . PGEMX was incepted earlier than RLBAX: PGEMX (31 years) vs RLBAX (23 years). PGEMX (1.43) is less costly to investors than RLBAX (1.31). PGEMX is a more actively managed with annual turnover of: 80.00 vs. RLBAX (44.00). PGEMX has a lower initial minimum investment than RLBAX: PGEMX (0) vs RLBAX (250). PGEMX (9.14) and RLBAX (9.12) have marching annual gain over last year. RLBAX return over 5 years is better than : 35.40 vs. PGEMX (27.36).
| PGEMX | RLBAX | PGEMX / RLBAX | |
| Total Expense Ratio | 1.43 | 1.31 | 109% |
| Annual Report Gross Expense Ratio | 1.43 | 1.31 | 109% |
| Fund Existence | 31 years | 23 years | - |
| Gain YTD | 8.367 | 10.805 | 77% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.26B | 259B | 1% |
| Annual Yield % from dividends | 1.12 | 1.15 | 98% |
| Returns for 1 year | 9.14 | 9.12 | 100% |
| Returns for 3 years | 41.39 | 37.15 | 111% |
| Returns for 5 years | 27.36 | 35.40 | 77% |
| Returns for 10 years | 81.03 | 67.71 | 120% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement