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PGEMX vs RLBFX
PGEMX vs RLBFX Comparison
Open Charts PGEMX vs RLBFX
George Putnam Balanced M
Price$27.82
Change+$0.09 (+0.32%)
VolumeN/A
Net Assets2.31B
American Funds American Balanced R5
Price$39.08
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.37B
PGEMX vs RLBFX Comparison Chart in %
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PGEMX vs. RLBFX commentary
Oct 19, 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 RLBFX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 265B vs. PGEMX (2.31B). RLBFX pays higher dividends than PGEMX: RLBFX (2.00) vs PGEMX (1.09). PGEMX was incepted earlier than RLBFX: PGEMX (31 years) vs RLBFX (23 years). PGEMX (1.43) is less costly to investors than RLBFX (0.29). PGEMX is a more actively managed with annual turnover of: 97.00 vs. RLBFX (44.00). PGEMX has a lower initial minimum investment than RLBFX: PGEMX (0) vs RLBFX (250). RLBFX annual gain was more profitable for investors over the last year : 9.05 vs. PGEMX (7.99). RLBFX return over 5 years is better than : 43.90 vs. PGEMX (29.46).
| PGEMX | RLBFX | PGEMX / RLBFX | |
| Total Expense Ratio | 1.43 | 0.29 | 493% |
| Annual Report Gross Expense Ratio | 1.43 | 0.29 | 493% |
| Fund Existence | 31 years | 23 years | - |
| Gain YTD | 11.411 | 14.890 | 77% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.31B | 265B | 1% |
| Annual Yield % from dividends | 1.09 | 2.00 | 55% |
| Returns for 1 year | 7.99 | 9.05 | 88% |
| Returns for 3 years | 51.76 | 51.85 | 100% |
| Returns for 5 years | 29.46 | 43.90 | 67% |
| Returns for 10 years | 83.84 | 78.80 | 106% |
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