Interact to see
Advertisement
Advertisement
PGEMX vs RLBCX
PGEMX vs RLBCX Comparison
Open Charts PGEMX vs RLBCX
George Putnam Balanced M
Price$27.82
Change+$0.09 (+0.32%)
VolumeN/A
Net Assets2.31B
American Funds American Balanced R3
Price$38.75
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.37B
PGEMX vs RLBCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
PGEMX vs. RLBCX commentary
Oct 19, 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 Hold and RLBCX is a Buy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 265B vs. PGEMX (2.31B). RLBCX pays higher dividends than PGEMX: RLBCX (1.49) vs PGEMX (1.09). PGEMX was incepted earlier than RLBCX: PGEMX (31 years) vs RLBCX (23 years). PGEMX (1.43) is less costly to investors than RLBCX (0.89). PGEMX is a more actively managed with annual turnover of: 97.00 vs. RLBCX (44.00). PGEMX has a lower initial minimum investment than RLBCX: PGEMX (0) vs RLBCX (250). RLBCX (8.34) and PGEMX (7.99) have marching annual gain over last year. RLBCX return over 5 years is better than : 40.24 vs. PGEMX (29.46).
| PGEMX | RLBCX | PGEMX / RLBCX | |
| Total Expense Ratio | 1.43 | 0.89 | 161% |
| Annual Report Gross Expense Ratio | 1.43 | 0.89 | 161% |
| Fund Existence | 31 years | 23 years | - |
| Gain YTD | 11.411 | 14.364 | 79% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.31B | 265B | 1% |
| Annual Yield % from dividends | 1.09 | 1.49 | 73% |
| Returns for 1 year | 7.99 | 8.34 | 96% |
| Returns for 3 years | 51.76 | 49.26 | 105% |
| Returns for 5 years | 29.46 | 40.24 | 73% |
| Returns for 10 years | 83.84 | 72.18 | 116% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| LMCMX | 8.61 | 0.06 | +0.70% |
| Miller Income IS | |||
| GEQZX | 66.01 | 0.34 | +0.52% |
| GuideStone Funds Equity Index Investor | |||
| FIIMX | 24.66 | N/A | N/A |
| Fidelity Advisor Mid Cap II I | |||
| QCSGX | 23.17 | -0.20 | -0.86% |
| Federated Hermes MDT Small Cap Growth C | |||
| CISOX | 12.01 | -0.15 | -1.23% |
| Calamos International Small Cap Gr R6 | |||