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PGEMX vs RLBFX
PGEMX vs RLBFX Comparison
Open Charts PGEMX vs RLBFX
George Putnam Balanced M
Price$26.23
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R5
Price$36.49
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
PGEMX vs RLBFX Comparison Chart
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PGEMX vs. RLBFX 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 RLBFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 237B vs. PGEMX (2.12B). RLBFX pays higher dividends than PGEMX: RLBFX (2.50) vs PGEMX (0.70). PGEMX was incepted earlier than RLBFX: PGEMX (30 years) vs RLBFX (23 years). RLBFX is a more actively managed with annual turnover of: 171.00 vs. PGEMX (47.00). PGEMX has a lower initial minimum investment than RLBFX: PGEMX (0) vs RLBFX (250). PGEMX annual gain was more profitable for investors over the last year : 22.91 vs. RLBFX (21.14). RLBFX return over 5 years is better than : 38.00 vs. PGEMX (30.13).
| PGEMX | RLBFX | PGEMX / RLBFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 30 years | 23 years | - |
| Gain YTD | 17.294 | 15.247 | 113% |
| 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 | 2.50 | 28% |
| Returns for 1 year | 22.91 | 21.14 | 108% |
| Returns for 3 years | 6.61 | 12.82 | 52% |
| Returns for 5 years | 30.13 | 38.00 | 79% |
| Returns for 10 years | 68.59 | 53.43 | 128% |
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