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CLBAX vs PGEJX
CLBAX vs PGEJX Comparison
Open Charts CLBAX vs PGEJX
American Funds American Balanced 529A
Price$37.37
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
George Putnam Balanced R6
Price$27.60
Change-$0.07 (-0.25%)
VolumeN/A
Net Assets2.24B
CLBAX vs PGEJX Comparison Chart in %
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CLBAX vs. PGEJX commentary
Aug 18, 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 Buy and PGEJX is a Buy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 256B vs. PGEJX (2.24B). PGEJX pays higher dividends than CLBAX: PGEJX (2.12) vs CLBAX (1.82). CLBAX was incepted earlier than PGEJX: CLBAX (24 years) vs PGEJX (12 years). PGEJX (0.61) is less costly to investors than CLBAX (0.58). PGEJX is a more actively managed with annual turnover of: 80.00 vs. CLBAX (44.00). PGEJX has a lower initial minimum investment than CLBAX: PGEJX (0) vs CLBAX (250). PGEJX annual gain was more profitable for investors over the last year : 9.43 vs. CLBAX (7.96). CLBAX return over 5 years is better than : 39.83 vs. PGEJX (33.71).
| CLBAX | PGEJX | CLBAX / PGEJX | |
| Total Expense Ratio | 0.58 | 0.61 | 95% |
| Annual Report Gross Expense Ratio | 0.58 | 0.61 | 95% |
| Fund Existence | 24 years | 12 years | - |
| Gain YTD | 9.747 | 8.233 | 118% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 2.24B | 11,434% |
| Annual Yield % from dividends | 1.82 | 2.12 | 86% |
| Returns for 1 year | 7.96 | 9.43 | 84% |
| Returns for 3 years | 30.56 | 34.23 | 89% |
| Returns for 5 years | 39.83 | 33.71 | 118% |
| Returns for 10 years | 78.78 | 86.23 | 91% |
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