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PGEMX vs RLEFX
PGEMX vs RLEFX Comparison
Open Charts PGEMX vs RLEFX
George Putnam Balanced M
Price$26.33
Change+$0.11 (+0.42%)
VolumeN/A
Net Assets2.2B
American Funds American Balanced R5E
Price$36.84
Change+$0.17 (+0.46%)
VolumeN/A
Net Assets252.39B
PGEMX vs RLEFX Comparison Chart in %
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PGEMX vs. RLEFX commentary
Jul 07, 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 RLEFX is a Buy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 252B vs. PGEMX (2.2B). RLEFX pays higher dividends than PGEMX: RLEFX (2.01) vs PGEMX (1.20). PGEMX was incepted earlier than RLEFX: PGEMX (31 years) vs RLEFX (10 years). PGEMX (1.43) is less costly to investors than RLEFX (0.39). PGEMX is a more actively managed with annual turnover of: 80.00 vs. RLEFX (44.00). PGEMX has a lower initial minimum investment than RLEFX: PGEMX (0) vs RLEFX (250). RLEFX annual gain was more profitable for investors over the last year : 8.07 vs. PGEMX (6.68). RLEFX return over 5 years is better than : 42.56 vs. PGEMX (31.27).
| PGEMX | RLEFX | PGEMX / RLEFX | |
| Total Expense Ratio | 1.43 | 0.39 | 367% |
| Annual Report Gross Expense Ratio | 1.43 | 0.39 | 367% |
| Fund Existence | 31 years | 10 years | - |
| Gain YTD | 5.275 | 8.164 | 65% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.2B | 252B | 1% |
| Annual Yield % from dividends | 1.20 | 2.01 | 59% |
| Returns for 1 year | 6.68 | 8.07 | 83% |
| Returns for 3 years | 38.44 | 35.76 | 107% |
| Returns for 5 years | 31.27 | 42.56 | 73% |
| Returns for 10 years | 69.33 | N/A | - |
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