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PGEMX vs RLBAX
PGEMX vs RLBAX Comparison
Open Charts PGEMX vs RLBAX
George Putnam Balanced M
Price$25.45
Change-$0.26 (-1.01%)
VolumeN/A
Net Assets2.15B
American Funds American Balanced R1
Price$34.95
Change-$0.35 (-0.99%)
VolumeN/A
Net Assets242.17B
PGEMX vs RLBAX Comparison Chart
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PGEMX vs. RLBAX commentary
Feb 23, 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 Hold.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 242B vs. PGEMX (2.15B). RLBAX pays higher dividends than PGEMX: RLBAX (1.59) vs PGEMX (0.70). PGEMX was incepted earlier than RLBAX: PGEMX (30 years) vs RLBAX (23 years). RLBAX is a more actively managed with annual turnover of: 171.00 vs. PGEMX (47.00). PGEMX has a lower initial minimum investment than RLBAX: PGEMX (0) vs RLBAX (250). PGEMX annual gain was more profitable for investors over the last year : 10.11 vs. RLBAX (8.36). RLBAX return over 5 years is better than : 26.04 vs. PGEMX (24.76).
| PGEMX | RLBAX | PGEMX / RLBAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 30 years | 23 years | - |
| Gain YTD | 1.516 | 2.764 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.15B | 242B | 1% |
| Annual Yield % from dividends | 0.70 | 1.59 | 44% |
| Returns for 1 year | 10.11 | 8.36 | 121% |
| Returns for 3 years | 21.45 | 15.63 | 137% |
| Returns for 5 years | 24.76 | 26.04 | 95% |
| Returns for 10 years | 61.06 | 46.53 | 131% |