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PGEMX vs RLBFX
PGEMX vs RLBFX Comparison
Open Charts PGEMX vs RLBFX
George Putnam Balanced M
Price$25.45
Change-$0.26 (-1.01%)
VolumeN/A
Net Assets2.15B
American Funds American Balanced R5
Price$35.39
Change-$0.35 (-0.98%)
VolumeN/A
Net Assets242.17B
PGEMX vs RLBFX Comparison Chart
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PGEMX vs. RLBFX 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 RLBFX is a Hold.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 242B vs. PGEMX (2.15B). 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 : 10.11 vs. RLBFX (9.54). RLBFX return over 5 years is better than : 31.70 vs. PGEMX (24.76).
| 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 | 1.516 | 2.908 | 52% |
| 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 | 2.50 | 28% |
| Returns for 1 year | 10.11 | 9.54 | 106% |
| Returns for 3 years | 21.45 | 18.32 | 117% |
| Returns for 5 years | 24.76 | 31.70 | 78% |
| Returns for 10 years | 61.06 | 55.11 | 111% |
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