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PGEMX vs RLBEX
PGEMX vs RLBEX Comparison
Open Charts PGEMX vs RLBEX
George Putnam Balanced M
Price$23.77
Change+$1.24 (+5.50%)
VolumeN/A
Net Assets1.89B
American Funds American Balanced R4
Price$33.41
Change+$1.62 (+5.10%)
VolumeN/A
Net Assets217.49B
PGEMX vs RLBEX Comparison Chart
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PGEMX vs. RLBEX 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 RLBEX is a Buy.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 217B vs. PGEMX (1.89B). RLBEX pays higher dividends than PGEMX: RLBEX (1.97) vs PGEMX (1.52). PGEMX was incepted earlier than RLBEX: PGEMX (30 years) vs RLBEX (23 years). PGEMX (1.43) is less costly to investors than RLBEX (0.60). RLBEX is a more actively managed with annual turnover of: 171.00 vs. PGEMX (80.00). PGEMX has a lower initial minimum investment than RLBEX: PGEMX (0) vs RLBEX (250). RLBEX annual gain was more profitable for investors over the last year : -3.59 vs. PGEMX (-4.45). RLBEX return over 5 years is better than : 30.13 vs. PGEMX (24.12).
| PGEMX | RLBEX | PGEMX / RLBEX | |
| Total Expense Ratio | 1.43 | 0.60 | 238% |
| Annual Report Gross Expense Ratio | 1.43 | 0.60 | 238% |
| Fund Existence | 30 years | 23 years | - |
| Gain YTD | -9.918 | -6.951 | 143% |
| 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 | 1.97 | 77% |
| Returns for 1 year | -4.45 | -3.59 | 124% |
| Returns for 3 years | 7.29 | 4.98 | 146% |
| Returns for 5 years | 24.12 | 30.13 | 80% |
| Returns for 10 years | 42.64 | 41.70 | 102% |
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