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CLBAX vs PGEJX
CLBAX vs PGEJX Comparison
Open Charts CLBAX vs PGEJX
American Funds American Balanced 529A
Price$37.60
Change+$0.04 (+0.11%)
VolumeN/A
Net Assets269.37B
George Putnam Balanced R6
Price$27.34
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets2.3B
CLBAX vs PGEJX Comparison Chart in %
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CLBAX vs. PGEJX commentary
Dec 29, 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 CLBAX is a StrongBuy and PGEJX is a Hold.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 269B vs. PGEJX (2.3B). CLBAX pays higher dividends than PGEJX: CLBAX (1.70) vs PGEJX (1.19). 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 : 9.15 vs. PGEJX (5.93). CLBAX return over 5 years is better than : 36.56 vs. PGEJX (31.41).
| 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 | 10.739 | 7.660 | 140% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 2.3B | 11,685% |
| Annual Yield % from dividends | 1.70 | 1.19 | 143% |
| Returns for 1 year | 9.15 | 5.93 | 154% |
| Returns for 3 years | 38.03 | 47.90 | 79% |
| Returns for 5 years | 36.56 | 31.41 | 116% |
| Returns for 10 years | 84.88 | 88.86 | 96% |
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