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PGEMX vs RLBGX
PGEMX vs RLBGX Comparison
Open Charts PGEMX vs RLBGX
George Putnam Balanced M
Price$26.57
Change+$0.09 (+0.34%)
VolumeN/A
Net Assets2.22B
American Funds American Balanced R6
Price$37.23
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets254.37B
PGEMX vs RLBGX Comparison Chart in %
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PGEMX vs. RLBGX commentary
Jul 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 Buy and RLBGX is a Buy.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 254B vs. PGEMX (2.22B). RLBGX pays higher dividends than PGEMX: RLBGX (2.15) vs PGEMX (1.20). PGEMX was incepted earlier than RLBGX: PGEMX (31 years) vs RLBGX (16 years). PGEMX (1.43) is less costly to investors than RLBGX (0.25). PGEMX is a more actively managed with annual turnover of: 80.00 vs. RLBGX (44.00). PGEMX has a lower initial minimum investment than RLBGX: PGEMX (0) vs RLBGX (250). RLBGX annual gain was more profitable for investors over the last year : 10.64 vs. PGEMX (9.49). RLBGX return over 5 years is better than : 41.65 vs. PGEMX (29.85).
| PGEMX | RLBGX | PGEMX / RLBGX | |
| Total Expense Ratio | 1.43 | 0.25 | 572% |
| Annual Report Gross Expense Ratio | 1.43 | 0.25 | 572% |
| Fund Existence | 31 years | 16 years | - |
| Gain YTD | 6.405 | 9.228 | 69% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.22B | 254B | 1% |
| Annual Yield % from dividends | 1.20 | 2.15 | 56% |
| Returns for 1 year | 9.49 | 10.64 | 89% |
| Returns for 3 years | 37.39 | 35.96 | 104% |
| Returns for 5 years | 29.85 | 41.65 | 72% |
| Returns for 10 years | 70.24 | 68.54 | 102% |
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