Ad is loading...
PGPCX vs RLBFX
PGPCX vs RLBFX Comparison
Open Charts PGPCX vs RLBFX
George Putnam Balanced C
Price$23.59
Change+$0.23 (+0.98%)
VolumeN/A
Net Assets1.94B
American Funds American Balanced R5
Price$33.17
Change+$0.36 (+1.10%)
VolumeN/A
Net Assets223.62B
PGPCX vs RLBFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
PGPCX vs. RLBFX commentary
Apr 12, 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 PGPCX is a Buy and RLBFX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 224B vs. PGPCX (1.94B). RLBFX pays higher dividends than PGPCX: RLBFX (2.26) vs PGPCX (1.26). PGPCX was incepted earlier than RLBFX: PGPCX (26 years) vs RLBFX (23 years). PGPCX (1.68) is less costly to investors than RLBFX (0.30). RLBFX is a more actively managed with annual turnover of: 171.00 vs. PGPCX (80.00). PGPCX has a lower initial minimum investment than RLBFX: PGPCX (0) vs RLBFX (250). RLBFX annual gain was more profitable for investors over the last year : 1.19 vs. PGPCX (-1.26). RLBFX return over 5 years is better than : 37.06 vs. PGPCX (26.44).
| PGPCX | RLBFX | PGPCX / RLBFX | |
| Total Expense Ratio | 1.68 | 0.30 | 560% |
| Annual Report Gross Expense Ratio | 1.68 | 0.30 | 560% |
| Fund Existence | 26 years | 23 years | - |
| Gain YTD | -7.285 | -3.179 | 229% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.94B | 224B | 1% |
| Annual Yield % from dividends | 1.26 | 2.26 | 56% |
| Returns for 1 year | -1.26 | 1.19 | -107% |
| Returns for 3 years | 11.22 | 11.14 | 101% |
| Returns for 5 years | 26.44 | 37.06 | 71% |
| Returns for 10 years | 43.84 | 48.21 | 91% |
View a ticker or compare two or three
VS
VS
Ad is loading...