Interact to see
Advertisement
Advertisement
PGEMX vs RLBBX
PGEMX vs RLBBX Comparison
Open Charts PGEMX vs RLBBX
George Putnam Balanced M
Price$26.33
Change+$0.11 (+0.42%)
VolumeN/A
Net Assets2.2B
American Funds American Balanced R2
Price$36.57
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
PGEMX vs RLBBX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
PGEMX vs. RLBBX commentary
Jul 07, 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 RLBBX is a Buy.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 252B vs. PGEMX (2.2B). PGEMX (1.20) and RLBBX (1.17) have matching dividends . PGEMX was incepted earlier than RLBBX: PGEMX (31 years) vs RLBBX (23 years). PGEMX (1.43) is less costly to investors than RLBBX (1.32). PGEMX is a more actively managed with annual turnover of: 80.00 vs. RLBBX (44.00). PGEMX has a lower initial minimum investment than RLBBX: PGEMX (0) vs RLBBX (250). RLBBX annual gain was more profitable for investors over the last year : 7.05 vs. PGEMX (6.68). RLBBX return over 5 years is better than : 37.07 vs. PGEMX (31.27).
| PGEMX | RLBBX | PGEMX / RLBBX | |
| Total Expense Ratio | 1.43 | 1.32 | 108% |
| Annual Report Gross Expense Ratio | 1.43 | 1.32 | 108% |
| Fund Existence | 31 years | 23 years | - |
| Gain YTD | 5.275 | 7.674 | 69% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.2B | 252B | 1% |
| Annual Yield % from dividends | 1.20 | 1.17 | 102% |
| Returns for 1 year | 6.68 | 7.05 | 95% |
| Returns for 3 years | 38.44 | 32.48 | 118% |
| Returns for 5 years | 31.27 | 37.07 | 84% |
| Returns for 10 years | 69.33 | 58.03 | 119% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement