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PGEMX vs RLBCX
PGEMX vs RLBCX Comparison
Open Charts PGEMX vs RLBCX
George Putnam Balanced M
Price$27.93
Change-$0.34 (-1.20%)
VolumeN/A
Net Assets2.29B
American Funds American Balanced R3
Price$38.80
Change-$0.48 (-1.22%)
VolumeN/A
Net Assets268.67B
PGEMX vs RLBCX Comparison Chart in %
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PGEMX vs. RLBCX 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 RLBCX is a Buy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 269B vs. PGEMX (2.29B). RLBCX pays higher dividends than PGEMX: RLBCX (1.46) vs PGEMX (1.36). PGEMX was incepted earlier than RLBCX: PGEMX (31 years) vs RLBCX (23 years). PGEMX (1.43) is less costly to investors than RLBCX (0.89). PGEMX is a more actively managed with annual turnover of: 97.00 vs. RLBCX (44.00). PGEMX has a lower initial minimum investment than RLBCX: PGEMX (0) vs RLBCX (250). PGEMX annual gain was more profitable for investors over the last year : 8.89 vs. RLBCX (8.39). RLBCX return over 5 years is better than : 37.74 vs. PGEMX (29.72).
| PGEMX | RLBCX | PGEMX / RLBCX | |
| Total Expense Ratio | 1.43 | 0.89 | 161% |
| Annual Report Gross Expense Ratio | 1.43 | 0.89 | 161% |
| Fund Existence | 31 years | 23 years | - |
| Gain YTD | 13.549 | 14.512 | 93% |
| 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 | 1.46 | 93% |
| Returns for 1 year | 8.89 | 8.39 | 106% |
| Returns for 3 years | 47.10 | 41.39 | 114% |
| Returns for 5 years | 29.72 | 37.74 | 79% |
| Returns for 10 years | 88.41 | 70.87 | 125% |
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