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PGEMX vs RLBAX
PGEMX vs RLBAX Comparison
Open Charts PGEMX vs RLBAX
George Putnam Balanced M
Price$26.62
Change-$1.27 (-4.55%)
VolumeN/A
Net Assets2.29B
American Funds American Balanced R1
Price$37.99
Change-$0.59 (-1.53%)
VolumeN/A
Net Assets269.72B
PGEMX vs RLBAX Comparison Chart in %
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PGEMX vs. RLBAX commentary
Feb 04, 2026
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 Hold.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 270B vs. PGEMX (2.29B). RLBAX pays higher dividends than PGEMX: RLBAX (1.22) vs PGEMX (0.91). 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 : 10.45 vs. PGEMX (5.68). RLBAX return over 5 years is better than : 31.35 vs. PGEMX (22.80).
| 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 | 0.910 | 2.371 | 38% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.29B | 270B | 1% |
| Annual Yield % from dividends | 0.91 | 1.22 | 74% |
| Returns for 1 year | 5.68 | 10.45 | 54% |
| Returns for 3 years | 36.39 | 33.63 | 108% |
| Returns for 5 years | 22.80 | 31.35 | 73% |
| Returns for 10 years | 87.91 | 79.34 | 111% |
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