Interact to see
Advertisement
Advertisement
PGEMX vs RLBFX
PGEMX vs RLBFX Comparison
Open Charts PGEMX vs RLBFX
George Putnam Balanced M
Price$27.93
Change-$0.34 (-1.20%)
VolumeN/A
Net Assets2.29B
American Funds American Balanced R5
Price$39.15
Change-$0.48 (-1.21%)
VolumeN/A
Net Assets268.67B
PGEMX vs RLBFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
PGEMX vs. RLBFX 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 RLBFX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 269B vs. PGEMX (2.29B). RLBFX pays higher dividends than PGEMX: RLBFX (1.97) vs PGEMX (1.36). PGEMX was incepted earlier than RLBFX: PGEMX (31 years) vs RLBFX (24 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 : 10.28 vs. PGEMX (8.89). RLBFX return over 5 years is better than : 43.06 vs. PGEMX (29.72).
| 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 | 24 years | - |
| Gain YTD | 13.549 | 16.507 | 82% |
| 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 | 1.97 | 69% |
| Returns for 1 year | 8.89 | 10.28 | 86% |
| Returns for 3 years | 47.10 | 44.74 | 105% |
| Returns for 5 years | 29.72 | 43.06 | 69% |
| Returns for 10 years | 88.41 | 81.39 | 109% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement