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PGEMX vs RLBCX
PGEMX vs RLBCX Comparison
Open Charts PGEMX vs RLBCX
George Putnam Balanced M
Price$26.23
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R3
Price$36.18
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
PGEMX vs RLBCX Comparison Chart
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PGEMX vs. RLBCX commentary
Nov 22, 2024
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 StrongBuy and RLBCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 237B vs. PGEMX (2.12B). RLBCX pays higher dividends than PGEMX: RLBCX (1.98) vs PGEMX (0.70). PGEMX was incepted earlier than RLBCX: PGEMX (30 years) vs RLBCX (22 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 : 22.91 vs. RLBCX (20.40). RLBCX return over 5 years is better than : 34.64 vs. PGEMX (30.13).
| PGEMX | RLBCX | PGEMX / RLBCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 30 years | 22 years | - |
| Gain YTD | 17.294 | 14.635 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.12B | 237B | 1% |
| Annual Yield % from dividends | 0.70 | 1.98 | 35% |
| Returns for 1 year | 22.91 | 20.40 | 112% |
| Returns for 3 years | 6.61 | 11.35 | 58% |
| Returns for 5 years | 30.13 | 34.64 | 87% |
| Returns for 10 years | 68.59 | 48.37 | 142% |
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