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PGEMX vs RLBAX
PGEMX vs RLBAX Comparison
Open Charts PGEMX vs RLBAX
George Putnam Balanced M
Price$26.89
Change-$0.07 (-0.26%)
VolumeN/A
Net Assets2.24B
American Funds American Balanced R1
Price$37.06
Change-$0.08 (-0.22%)
VolumeN/A
Net Assets256.26B
PGEMX vs RLBAX Comparison Chart in %
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PGEMX vs. RLBAX commentary
Aug 18, 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: 256B vs. PGEMX (2.24B). PGEMX pays higher dividends than RLBAX: PGEMX (1.34) vs RLBAX (1.17). 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 annual gain was more profitable for investors over the last year : 8.47 vs. RLBAX (7.15). RLBAX return over 5 years is better than : 33.77 vs. PGEMX (27.79).
| 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 | 7.687 | 9.243 | 83% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.24B | 256B | 1% |
| Annual Yield % from dividends | 1.34 | 1.17 | 114% |
| Returns for 1 year | 8.47 | 7.15 | 118% |
| Returns for 3 years | 30.82 | 27.06 | 114% |
| Returns for 5 years | 27.79 | 33.77 | 82% |
| Returns for 10 years | 72.70 | 59.12 | 123% |
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