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PGEMX vs RLEFX
PGEMX vs RLEFX Comparison
Open Charts PGEMX vs RLEFX
George Putnam Balanced M
Price$26.57
Change+$0.09 (+0.34%)
VolumeN/A
Net Assets2.22B
American Funds American Balanced R5E
Price$37.17
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets254.37B
PGEMX vs RLEFX Comparison Chart in %
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PGEMX vs. RLEFX 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 RLEFX is a Buy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 254B vs. PGEMX (2.22B). 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 : 10.46 vs. PGEMX (9.49). RLEFX return over 5 years is better than : 40.77 vs. PGEMX (29.85).
| 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 | 6.405 | 9.133 | 70% |
| 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 | 2.01 | 59% |
| Returns for 1 year | 9.49 | 10.46 | 91% |
| Returns for 3 years | 37.39 | 35.42 | 106% |
| Returns for 5 years | 29.85 | 40.77 | 73% |
| Returns for 10 years | 70.24 | N/A | - |
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