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PGEMX vs RLBGX
PGEMX vs RLBGX Comparison
Open Charts PGEMX vs RLBGX
George Putnam Balanced M
Price$23.88
Change+$0.36 (+1.53%)
VolumeN/A
Net Assets1.96B
American Funds American Balanced R6
Price$33.73
Change+$0.44 (+1.32%)
VolumeN/A
Net Assets226.9B
PGEMX vs RLBGX Comparison Chart
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PGEMX vs. RLBGX commentary
Apr 25, 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 RLBGX is a Buy.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 227B vs. PGEMX (1.96B). RLBGX pays higher dividends than PGEMX: RLBGX (2.31) vs PGEMX (1.52). PGEMX was incepted earlier than RLBGX: PGEMX (30 years) vs RLBGX (16 years). PGEMX (1.43) is less costly to investors than RLBGX (0.25). RLBGX is a more actively managed with annual turnover of: 171.00 vs. PGEMX (80.00). PGEMX has a lower initial minimum investment than RLBGX: PGEMX (0) vs RLBGX (250). RLBGX annual gain was more profitable for investors over the last year : 4.54 vs. PGEMX (2.05). RLBGX return over 5 years is better than : 37.73 vs. PGEMX (26.93).
| PGEMX | RLBGX | PGEMX / RLBGX | |
| Total Expense Ratio | 1.43 | 0.25 | 572% |
| Annual Report Gross Expense Ratio | 1.43 | 0.25 | 572% |
| Fund Existence | 30 years | 16 years | - |
| Gain YTD | -5.960 | -1.417 | 421% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.96B | 227B | 1% |
| Annual Yield % from dividends | 1.52 | 2.31 | 66% |
| Returns for 1 year | 2.05 | 4.54 | 45% |
| Returns for 3 years | 15.53 | 15.43 | 101% |
| Returns for 5 years | 26.93 | 37.73 | 71% |
| Returns for 10 years | 48.65 | 50.06 | 97% |
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