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PGEMX vs RLBAX
PGEMX vs RLBAX Comparison
Open Charts PGEMX vs RLBAX
George Putnam Balanced M
Price$26.59
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets2.3B
American Funds American Balanced R1
Price$37.31
Change+$0.03 (+0.08%)
VolumeN/A
Net Assets269.37B
PGEMX vs RLBAX Comparison Chart in %
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PGEMX vs. RLBAX commentary
Dec 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 Hold and RLBAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 269B vs. PGEMX (2.3B). RLBAX pays higher dividends than PGEMX: RLBAX (1.07) vs PGEMX (0.65). PGEMX was incepted earlier than RLBAX: PGEMX (31 years) vs RLBAX (24 years). PGEMX (1.41) is less costly to investors than RLBAX (1.31). PGEMX is a more actively managed with annual turnover of: 97.00 vs. RLBAX (44.00). PGEMX has a lower initial minimum investment than RLBAX: PGEMX (0) vs RLBAX (250). RLBAX annual gain was more profitable for investors over the last year : 8.49 vs. PGEMX (5.08). RLBAX return over 5 years is better than : 30.80 vs. PGEMX (25.75).
| PGEMX | RLBAX | PGEMX / RLBAX | |
| Total Expense Ratio | 1.41 | 1.31 | 108% |
| Annual Report Gross Expense Ratio | 1.41 | 1.31 | 108% |
| Fund Existence | 31 years | 24 years | - |
| Gain YTD | 6.801 | 10.082 | 67% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.3B | 269B | 1% |
| Annual Yield % from dividends | 0.65 | 1.07 | 61% |
| Returns for 1 year | 5.08 | 8.49 | 60% |
| Returns for 3 years | 44.19 | 35.20 | 126% |
| Returns for 5 years | 25.75 | 30.80 | 84% |
| Returns for 10 years | 75.26 | 65.43 | 115% |
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