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PGEMX vs RLBBX
PGEMX vs RLBBX Comparison
Open Charts PGEMX vs RLBBX
George Putnam Balanced M
Price$27.15
Change+$0.09 (+0.33%)
VolumeN/A
Net Assets2.26B
American Funds American Balanced R2
Price$37.78
Change+$0.15 (+0.40%)
VolumeN/A
Net Assets259.11B
PGEMX vs RLBBX Comparison Chart in %
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PGEMX vs. RLBBX commentary
Sep 09, 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 RLBBX is a Buy.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 259B vs. PGEMX (2.26B). RLBBX (1.15) and PGEMX (1.12) have matching dividends . PGEMX was incepted earlier than RLBBX: PGEMX (31 years) vs RLBBX (23 years). PGEMX (1.43) is less costly to investors than RLBBX (1.32). PGEMX is a more actively managed with annual turnover of: 80.00 vs. RLBBX (44.00). PGEMX has a lower initial minimum investment than RLBBX: PGEMX (0) vs RLBBX (250). RLBBX annual gain was more profitable for investors over the last year : 10.88 vs. PGEMX (9.14). RLBBX return over 5 years is better than : 36.32 vs. PGEMX (27.36).
| PGEMX | RLBBX | PGEMX / RLBBX | |
| Total Expense Ratio | 1.43 | 1.32 | 108% |
| Annual Report Gross Expense Ratio | 1.43 | 1.32 | 108% |
| Fund Existence | 31 years | 23 years | - |
| Gain YTD | 8.367 | 11.237 | 74% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.26B | 259B | 1% |
| Annual Yield % from dividends | 1.12 | 1.15 | 98% |
| Returns for 1 year | 9.14 | 10.88 | 84% |
| Returns for 3 years | 41.39 | 34.51 | 120% |
| Returns for 5 years | 27.36 | 36.32 | 75% |
| Returns for 10 years | 81.03 | 68.91 | 118% |
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