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PGEMX vs RLBAX
PGEMX vs RLBAX Comparison
Open Charts PGEMX vs RLBAX
George Putnam Balanced M
Price$27.82
Change+$0.09 (+0.32%)
VolumeN/A
Net Assets2.31B
American Funds American Balanced R1
Price$38.62
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.37B
PGEMX vs RLBAX Comparison Chart in %
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PGEMX vs. RLBAX commentary
Oct 19, 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 Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 265B vs. PGEMX (2.31B). RLBAX (1.10) and PGEMX (1.09) 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: 97.00 vs. RLBAX (44.00). PGEMX has a lower initial minimum investment than RLBAX: PGEMX (0) vs RLBAX (250). PGEMX (7.99) and RLBAX (7.84) have marching annual gain over last year. RLBAX return over 5 years is better than : 37.69 vs. PGEMX (29.46).
| 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 | 11.411 | 13.947 | 82% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.31B | 265B | 1% |
| Annual Yield % from dividends | 1.09 | 1.10 | 99% |
| Returns for 1 year | 7.99 | 7.84 | 102% |
| Returns for 3 years | 51.76 | 47.39 | 109% |
| Returns for 5 years | 29.46 | 37.69 | 78% |
| Returns for 10 years | 83.84 | 67.66 | 124% |
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