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CLBAX vs PGEJX
CLBAX vs PGEJX Comparison
Open Charts CLBAX vs PGEJX
American Funds American Balanced 529A
Price$38.32
Change-$0.56 (-1.44%)
VolumeN/A
Net Assets269.72B
George Putnam Balanced R6
Price$27.39
Change-$1.27 (-4.43%)
VolumeN/A
Net Assets2.29B
CLBAX vs PGEJX Comparison Chart in %
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CLBAX vs. PGEJX commentary
Feb 04, 2026
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 CLBAX is a Hold and PGEJX is a Buy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 270B vs. PGEJX (2.29B). CLBAX pays higher dividends than PGEJX: CLBAX (1.89) vs PGEJX (1.62). CLBAX was incepted earlier than PGEJX: CLBAX (24 years) vs PGEJX (12 years). PGEJX (0.60) and CLBAX (0.58) have similar cost to investors . PGEJX is a more actively managed with annual turnover of: 97.00 vs. CLBAX (44.00). PGEJX has a lower initial minimum investment than CLBAX: PGEJX (0) vs CLBAX (250). CLBAX annual gain was more profitable for investors over the last year : 11.35 vs. PGEJX (6.76). CLBAX return over 5 years is better than : 37.40 vs. PGEJX (28.55).
| CLBAX | PGEJX | CLBAX / PGEJX | |
| Total Expense Ratio | 0.58 | 0.60 | 97% |
| Annual Report Gross Expense Ratio | 0.58 | 0.60 | 97% |
| Fund Existence | 24 years | 12 years | - |
| Gain YTD | 2.460 | 0.996 | 247% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 2.29B | 11,801% |
| Annual Yield % from dividends | 1.89 | 1.62 | 117% |
| Returns for 1 year | 11.35 | 6.76 | 168% |
| Returns for 3 years | 36.75 | 40.11 | 92% |
| Returns for 5 years | 37.40 | 28.55 | 131% |
| Returns for 10 years | 100.85 | 102.92 | 98% |