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PGEMX vs RLBCX
PGEMX vs RLBCX Comparison
Open Charts PGEMX vs RLBCX
George Putnam Balanced M
Price$26.62
Change-$1.27 (-4.55%)
VolumeN/A
Net Assets2.29B
American Funds American Balanced R3
Price$38.13
Change-$0.57 (-1.47%)
VolumeN/A
Net Assets269.72B
PGEMX vs RLBCX Comparison Chart in %
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PGEMX vs. RLBCX commentary
Feb 04, 2026
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 RLBCX is a Hold.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 270B vs. PGEMX (2.29B). RLBCX pays higher dividends than PGEMX: RLBCX (1.62) vs PGEMX (0.91). PGEMX was incepted earlier than RLBCX: PGEMX (31 years) vs RLBCX (24 years). PGEMX (1.41) 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). RLBCX annual gain was more profitable for investors over the last year : 10.97 vs. PGEMX (5.68). RLBCX return over 5 years is better than : 33.82 vs. PGEMX (22.80).
| PGEMX | RLBCX | PGEMX / RLBCX | |
| Total Expense Ratio | 1.41 | 0.89 | 158% |
| Annual Report Gross Expense Ratio | 1.41 | 0.89 | 158% |
| Fund Existence | 31 years | 24 years | - |
| Gain YTD | 0.910 | 2.445 | 37% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.29B | 270B | 1% |
| Annual Yield % from dividends | 0.91 | 1.62 | 56% |
| Returns for 1 year | 5.68 | 10.97 | 52% |
| Returns for 3 years | 36.39 | 35.49 | 103% |
| Returns for 5 years | 22.80 | 33.82 | 67% |
| Returns for 10 years | 87.91 | 84.49 | 104% |
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