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PGEMX vs RLBAX
PGEMX vs RLBAX Comparison
Open Charts PGEMX vs RLBAX
George Putnam Balanced M
Price$23.77
Change+$1.24 (+5.50%)
VolumeN/A
Net Assets1.89B
American Funds American Balanced R1
Price$33.15
Change+$1.61 (+5.10%)
VolumeN/A
Net Assets217.49B
PGEMX vs RLBAX Comparison Chart
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PGEMX vs. RLBAX commentary
Apr 11, 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 RLBAX is a Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 217B vs. PGEMX (1.89B). PGEMX pays higher dividends than RLBAX: PGEMX (1.52) vs RLBAX (1.27). PGEMX was incepted earlier than RLBAX: PGEMX (30 years) vs RLBAX (23 years). PGEMX (1.43) is less costly to investors than RLBAX (1.33). RLBAX is a more actively managed with annual turnover of: 171.00 vs. PGEMX (80.00). PGEMX has a lower initial minimum investment than RLBAX: PGEMX (0) vs RLBAX (250). RLBAX (-4.32) and PGEMX (-4.45) have marching annual gain over last year. RLBAX return over 5 years is better than : 26.13 vs. PGEMX (24.12).
| PGEMX | RLBAX | PGEMX / RLBAX | |
| Total Expense Ratio | 1.43 | 1.33 | 108% |
| Annual Report Gross Expense Ratio | 1.43 | 1.33 | 108% |
| Fund Existence | 30 years | 23 years | - |
| Gain YTD | -9.918 | -7.147 | 139% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.89B | 217B | 1% |
| Annual Yield % from dividends | 1.52 | 1.27 | 119% |
| Returns for 1 year | -4.45 | -4.32 | 103% |
| Returns for 3 years | 7.29 | 3.14 | 232% |
| Returns for 5 years | 24.12 | 26.13 | 92% |
| Returns for 10 years | 42.64 | 34.16 | 125% |
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