Interact to see
Advertisement
Advertisement
CLBAX vs PGEJX
CLBAX vs PGEJX Comparison
Open Charts CLBAX vs PGEJX
American Funds American Balanced 529A
Price$38.98
Change-$0.49 (-1.24%)
VolumeN/A
Net Assets268.67B
George Putnam Balanced R6
Price$28.69
Change-$0.34 (-1.17%)
VolumeN/A
Net Assets2.29B
CLBAX vs PGEJX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CLBAX vs. PGEJX commentary
Nov 14, 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 Hold.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 269B vs. PGEJX (2.29B). PGEJX pays higher dividends than CLBAX: PGEJX (2.04) vs CLBAX (1.73). 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: 97.00 vs. CLBAX (44.00). PGEJX has a lower initial minimum investment than CLBAX: PGEJX (0) vs CLBAX (250). CLBAX (9.96) and PGEJX (9.82) have marching annual gain over last year. CLBAX return over 5 years is better than : 43.13 vs. PGEJX (35.68).
| 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 | 16.246 | 14.315 | 113% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 2.29B | 11,726% |
| Annual Yield % from dividends | 1.73 | 2.04 | 85% |
| Returns for 1 year | 9.96 | 9.82 | 101% |
| Returns for 3 years | 44.29 | 50.92 | 87% |
| Returns for 5 years | 43.13 | 35.68 | 121% |
| Returns for 10 years | 90.70 | 103.05 | 88% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers