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PGEMX vs RLBFX
PGEMX vs RLBFX Comparison
Open Charts PGEMX vs RLBFX
George Putnam Balanced M
Price$26.59
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets2.3B
American Funds American Balanced R5
Price$37.75
Change+$0.04 (+0.11%)
VolumeN/A
Net Assets269.37B
PGEMX vs RLBFX Comparison Chart in %
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PGEMX vs. RLBFX commentary
Dec 28, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 269B vs. PGEMX (2.3B). RLBFX pays higher dividends than PGEMX: RLBFX (1.93) vs PGEMX (0.65). PGEMX was incepted earlier than RLBFX: PGEMX (31 years) vs RLBFX (24 years). PGEMX (1.41) 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 : 9.39 vs. PGEMX (5.08). RLBFX return over 5 years is better than : 36.42 vs. PGEMX (25.75).
| PGEMX | RLBFX | PGEMX / RLBFX | |
| Total Expense Ratio | 1.41 | 0.29 | 486% |
| Annual Report Gross Expense Ratio | 1.41 | 0.29 | 486% |
| Fund Existence | 31 years | 24 years | - |
| Gain YTD | 6.801 | 10.980 | 62% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.3B | 269B | 1% |
| Annual Yield % from dividends | 0.65 | 1.93 | 34% |
| Returns for 1 year | 5.08 | 9.39 | 54% |
| Returns for 3 years | 44.19 | 39.23 | 113% |
| Returns for 5 years | 25.75 | 36.42 | 71% |
| Returns for 10 years | 75.26 | 76.59 | 98% |
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