Interact to see
Advertisement
Advertisement
PGEMX vs RLBCX
PGEMX vs RLBCX Comparison
Open Charts PGEMX vs RLBCX
George Putnam Balanced M
Price$26.04
Change+$0.19 (+0.74%)
VolumeN/A
Net Assets2.16B
American Funds American Balanced R3
Price$36.18
Change+$0.26 (+0.72%)
VolumeN/A
Net Assets247.64B
PGEMX vs RLBCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
PGEMX vs. RLBCX commentary
Jun 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 RLBCX is a Buy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 248B vs. PGEMX (2.16B). RLBCX pays higher dividends than PGEMX: RLBCX (1.63) vs PGEMX (1.24). PGEMX was incepted earlier than RLBCX: PGEMX (31 years) vs RLBCX (23 years). PGEMX (1.43) is less costly to investors than RLBCX (0.89). PGEMX is a more actively managed with annual turnover of: 80.00 vs. RLBCX (44.00). PGEMX has a lower initial minimum investment than RLBCX: PGEMX (0) vs RLBCX (250). RLBCX annual gain was more profitable for investors over the last year : 7.01 vs. PGEMX (5.45). RLBCX return over 5 years is better than : 40.82 vs. PGEMX (32.27).
| PGEMX | RLBCX | PGEMX / RLBCX | |
| Total Expense Ratio | 1.43 | 0.89 | 161% |
| Annual Report Gross Expense Ratio | 1.43 | 0.89 | 161% |
| Fund Existence | 31 years | 23 years | - |
| Gain YTD | 3.356 | 6.562 | 51% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.16B | 248B | 1% |
| Annual Yield % from dividends | 1.24 | 1.63 | 76% |
| Returns for 1 year | 5.45 | 7.01 | 78% |
| Returns for 3 years | 35.15 | 31.59 | 111% |
| Returns for 5 years | 32.27 | 40.82 | 79% |
| Returns for 10 years | 67.04 | 60.76 | 110% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement