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PGEMX vs RLBBX
PGEMX vs RLBBX Comparison
Open Charts PGEMX vs RLBBX
George Putnam Balanced M
Price$26.57
Change+$0.09 (+0.34%)
VolumeN/A
Net Assets2.22B
American Funds American Balanced R2
Price$36.87
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets254.37B
PGEMX vs RLBBX Comparison Chart in %
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PGEMX vs. RLBBX commentary
Jul 28, 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: 254B vs. PGEMX (2.22B). PGEMX (1.20) and RLBBX (1.17) 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). PGEMX (9.49) and RLBBX (9.41) have marching annual gain over last year. RLBBX return over 5 years is better than : 35.33 vs. PGEMX (29.85).
| 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 | 6.405 | 8.557 | 75% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.22B | 254B | 1% |
| Annual Yield % from dividends | 1.20 | 1.17 | 102% |
| Returns for 1 year | 9.49 | 9.41 | 101% |
| Returns for 3 years | 37.39 | 32.13 | 116% |
| Returns for 5 years | 29.85 | 35.33 | 85% |
| Returns for 10 years | 70.24 | 58.04 | 121% |
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