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PGEMX vs RLBEX
PGEMX vs RLBEX Comparison
Open Charts PGEMX vs RLBEX
George Putnam Balanced M
Price$27.93
Change-$0.34 (-1.20%)
VolumeN/A
Net Assets2.29B
American Funds American Balanced R4
Price$38.99
Change-$0.49 (-1.24%)
VolumeN/A
Net Assets268.67B
PGEMX vs RLBEX Comparison Chart in %
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PGEMX vs. RLBEX 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 RLBEX is a Buy.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 269B vs. PGEMX (2.29B). RLBEX pays higher dividends than PGEMX: RLBEX (1.71) vs PGEMX (1.36). PGEMX was incepted earlier than RLBEX: PGEMX (31 years) vs RLBEX (23 years). PGEMX (1.43) is less costly to investors than RLBEX (0.59). PGEMX is a more actively managed with annual turnover of: 97.00 vs. RLBEX (44.00). PGEMX has a lower initial minimum investment than RLBEX: PGEMX (0) vs RLBEX (250). RLBEX annual gain was more profitable for investors over the last year : 9.94 vs. PGEMX (8.89). RLBEX return over 5 years is better than : 41.28 vs. PGEMX (29.72).
| PGEMX | RLBEX | PGEMX / RLBEX | |
| Total Expense Ratio | 1.43 | 0.59 | 242% |
| Annual Report Gross Expense Ratio | 1.43 | 0.59 | 242% |
| Fund Existence | 31 years | 23 years | - |
| Gain YTD | 13.549 | 16.221 | 84% |
| 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 | 1.71 | 79% |
| Returns for 1 year | 8.89 | 9.94 | 89% |
| Returns for 3 years | 47.10 | 43.51 | 108% |
| Returns for 5 years | 29.72 | 41.28 | 72% |
| Returns for 10 years | 88.41 | 80.23 | 110% |
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