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PGEMX vs RLBFX
PGEMX vs RLBFX Comparison
Open Charts PGEMX vs RLBFX
George Putnam Balanced M
Price$23.77
Change+$1.24 (+5.50%)
VolumeN/A
Net Assets1.89B
American Funds American Balanced R5
Price$33.53
Change+$1.63 (+5.11%)
VolumeN/A
Net Assets217.49B
PGEMX vs RLBFX Comparison Chart
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PGEMX vs. RLBFX 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 RLBFX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 217B vs. PGEMX (1.89B). RLBFX pays higher dividends than PGEMX: RLBFX (2.26) vs PGEMX (1.52). PGEMX was incepted earlier than RLBFX: PGEMX (30 years) vs RLBFX (23 years). PGEMX (1.43) is less costly to investors than RLBFX (0.30). RLBFX is a more actively managed with annual turnover of: 171.00 vs. PGEMX (80.00). PGEMX has a lower initial minimum investment than RLBFX: PGEMX (0) vs RLBFX (250). RLBFX annual gain was more profitable for investors over the last year : -3.29 vs. PGEMX (-4.45). RLBFX return over 5 years is better than : 31.81 vs. PGEMX (24.12).
| PGEMX | RLBFX | PGEMX / RLBFX | |
| Total Expense Ratio | 1.43 | 0.30 | 477% |
| Annual Report Gross Expense Ratio | 1.43 | 0.30 | 477% |
| Fund Existence | 30 years | 23 years | - |
| Gain YTD | -9.918 | -6.886 | 144% |
| 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 | 2.26 | 67% |
| Returns for 1 year | -4.45 | -3.29 | 135% |
| Returns for 3 years | 7.29 | 5.75 | 127% |
| Returns for 5 years | 24.12 | 31.81 | 76% |
| Returns for 10 years | 42.64 | 42.36 | 101% |
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