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PGEMX vs RLBCX
PGEMX vs RLBCX Comparison
Open Charts PGEMX vs RLBCX
George Putnam Balanced M
Price$25.40
Change+$0.17 (+0.67%)
VolumeN/A
Net Assets2.16B
American Funds American Balanced R3
Price$34.77
Change+$0.21 (+0.61%)
VolumeN/A
Net Assets240.18B
PGEMX vs RLBCX Comparison Chart
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PGEMX vs. RLBCX 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 RLBCX is a Buy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 240B vs. PGEMX (2.16B). RLBCX pays higher dividends than PGEMX: RLBCX (1.98) vs PGEMX (0.70). PGEMX was incepted earlier than RLBCX: PGEMX (30 years) vs RLBCX (23 years). RLBCX is a more actively managed with annual turnover of: 171.00 vs. PGEMX (47.00). PGEMX has a lower initial minimum investment than RLBCX: PGEMX (0) vs RLBCX (250). PGEMX annual gain was more profitable for investors over the last year : 14.58 vs. RLBCX (11.92). RLBCX return over 5 years is better than : 28.12 vs. PGEMX (25.52).
| PGEMX | RLBCX | PGEMX / RLBCX | |
| 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 | 1.935 | 68% |
| 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 | 1.98 | 35% |
| Returns for 1 year | 14.58 | 11.92 | 122% |
| Returns for 3 years | 16.03 | 11.58 | 138% |
| Returns for 5 years | 25.52 | 28.12 | 91% |
| Returns for 10 years | 66.29 | 53.41 | 124% |
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