Interact to see
Advertisement
Advertisement
PGEMX vs RLBAX
PGEMX vs RLBAX Comparison
Open Charts PGEMX vs RLBAX
George Putnam Balanced M
Price$27.93
Change-$0.34 (-1.20%)
VolumeN/A
Net Assets2.29B
American Funds American Balanced R1
Price$38.66
Change-$0.48 (-1.23%)
VolumeN/A
Net Assets268.67B
PGEMX vs RLBAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
PGEMX vs. RLBAX commentary
Nov 14, 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: 269B vs. PGEMX (2.29B). PGEMX pays higher dividends than RLBAX: PGEMX (1.36) vs RLBAX (1.08). 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). RLBAX (9.08) and PGEMX (8.89) have marching annual gain over last year. RLBAX return over 5 years is better than : 36.92 vs. PGEMX (29.72).
| 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 | 13.549 | 15.481 | 88% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.29B | 269B | 1% |
| Annual Yield % from dividends | 1.36 | 1.08 | 125% |
| Returns for 1 year | 8.89 | 9.08 | 98% |
| Returns for 3 years | 47.10 | 40.52 | 116% |
| Returns for 5 years | 29.72 | 36.92 | 81% |
| Returns for 10 years | 88.41 | 69.99 | 126% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers