PGEMX
Price
$26.33
Change
+$0.11 (+0.42%)
Updated
Jul 3 closing price
Net Assets
2.2B
RLEFX
Price
$36.84
Change
+$0.17 (+0.46%)
Updated
Jul 3 closing price
Net Assets
252.39B
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PGEMX vs RLEFX

Header iconPGEMX vs RLEFX Comparison
Open Charts PGEMX vs RLEFXBanner chart's image
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.

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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).
PGEMXRLEFXPGEMX / RLEFX
Total Expense Ratio1.430.39367%
Annual Report Gross Expense Ratio1.430.39367%
Fund Existence31 years10 years-
Gain YTD5.2758.16465%
Front Load4%N/A-
Min. Initial Investment0250-
Min. Initial Investment IRAN/AN/A-
Net Assets2.2B252B1%
Annual Yield % from dividends1.202.0159%
Returns for 1 year6.688.0783%
Returns for 3 years38.4435.76107%
Returns for 5 years31.2742.5673%
Returns for 10 years69.33N/A-
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