Ad is loading...
PGEMX vs RLBCX
PGEMX vs RLBCX Comparison
Open Charts PGEMX vs RLBCX
George Putnam Balanced M
Price$23.77
Change+$1.24 (+5.50%)
VolumeN/A
Net Assets1.89B
American Funds American Balanced R3
Price$33.25
Change+$1.61 (+5.09%)
VolumeN/A
Net Assets217.49B
PGEMX vs RLBCX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
PGEMX vs. RLBCX commentary
Apr 11, 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: 217B vs. PGEMX (1.89B). RLBCX pays higher dividends than PGEMX: RLBCX (1.69) vs PGEMX (1.52). PGEMX was incepted earlier than RLBCX: PGEMX (30 years) vs RLBCX (23 years). PGEMX (1.43) is less costly to investors than RLBCX (0.89). RLBCX is a more actively managed with annual turnover of: 171.00 vs. PGEMX (80.00). 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 : -3.89 vs. PGEMX (-4.45). RLBCX return over 5 years is better than : 28.45 vs. PGEMX (24.12).
| PGEMX | RLBCX | PGEMX / RLBCX | |
| Total Expense Ratio | 1.43 | 0.89 | 161% |
| Annual Report Gross Expense Ratio | 1.43 | 0.89 | 161% |
| Fund Existence | 30 years | 23 years | - |
| Gain YTD | -9.918 | -7.023 | 141% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.89B | 217B | 1% |
| Annual Yield % from dividends | 1.52 | 1.69 | 90% |
| Returns for 1 year | -4.45 | -3.89 | 114% |
| Returns for 3 years | 7.29 | 4.21 | 173% |
| Returns for 5 years | 24.12 | 28.45 | 85% |
| Returns for 10 years | 42.64 | 37.45 | 114% |