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PGEMX vs RLBAX
PGEMX vs RLBAX Comparison
Open Charts PGEMX vs RLBAX
George Putnam Balanced M
Price$25.40
Change+$0.17 (+0.67%)
VolumeN/A
Net Assets2.16B
American Funds American Balanced R1
Price$34.66
Change+$0.21 (+0.61%)
VolumeN/A
Net Assets240.18B
PGEMX vs RLBAX Comparison Chart
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PGEMX vs. RLBAX commentary
Jan 19, 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 Hold and RLBAX is a Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 240B vs. PGEMX (2.16B). 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 : 14.58 vs. RLBAX (11.41). RLBAX (25.82) and PGEMX (25.52) have equivalent 5 years return.
| 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 | 1.316 | 1.911 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.16B | 240B | 1% |
| Annual Yield % from dividends | 0.70 | 1.59 | 44% |
| Returns for 1 year | 14.58 | 11.41 | 128% |
| Returns for 3 years | 16.03 | 10.53 | 152% |
| Returns for 5 years | 25.52 | 25.82 | 99% |
| Returns for 10 years | 66.29 | 49.89 | 133% |
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