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PGEMX vs RLBCX
PGEMX vs RLBCX Comparison
Open Charts PGEMX vs RLBCX
George Putnam Balanced M
Price$25.45
Change-$0.26 (-1.01%)
VolumeN/A
Net Assets2.15B
American Funds American Balanced R3
Price$35.08
Change-$0.35 (-0.99%)
VolumeN/A
Net Assets242.17B
PGEMX vs RLBCX Comparison Chart
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PGEMX vs. RLBCX commentary
Feb 23, 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 Hold.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 242B vs. PGEMX (2.15B). 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 : 10.11 vs. RLBCX (8.85). RLBCX return over 5 years is better than : 28.37 vs. PGEMX (24.76).
| 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 | 1.516 | 2.844 | 53% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.15B | 242B | 1% |
| Annual Yield % from dividends | 0.70 | 1.98 | 35% |
| Returns for 1 year | 10.11 | 8.85 | 114% |
| Returns for 3 years | 21.45 | 16.79 | 128% |
| Returns for 5 years | 24.76 | 28.37 | 87% |
| Returns for 10 years | 61.06 | 50.06 | 122% |
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