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PGEMX vs RLBCX
PGEMX vs RLBCX Comparison
Open Charts PGEMX vs RLBCX
George Putnam Balanced M
Price$25.42
Change+$0.12 (+0.47%)
VolumeN/A
Net Assets2.12B
American Funds American Balanced R3
Price$35.58
Change+$0.07 (+0.20%)
VolumeN/A
Net Assets243.43B
PGEMX vs RLBCX Comparison Chart
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PGEMX vs. RLBCX commentary
Jun 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 RLBCX is a Buy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 243B vs. PGEMX (2.12B). 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 : 6.77 vs. PGEMX (4.72). RLBCX return over 5 years is better than : 32.95 vs. PGEMX (26.01).
| 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 | 1.157 | 4.555 | 25% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.12B | 243B | 1% |
| Annual Yield % from dividends | 1.24 | 1.63 | 76% |
| Returns for 1 year | 4.72 | 6.77 | 70% |
| Returns for 3 years | 25.93 | 21.28 | 122% |
| Returns for 5 years | 26.01 | 32.95 | 79% |
| Returns for 10 years | 62.23 | 56.45 | 110% |
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