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CLBAX vs PGEJX
CLBAX vs PGEJX Comparison
Open Charts CLBAX vs PGEJX
American Funds American Balanced 529A
Price$38.93
Change+$0.05 (+0.13%)
VolumeN/A
Net Assets265.62B
George Putnam Balanced R6
Price$28.59
Change+$0.09 (+0.32%)
VolumeN/A
Net Assets2.31B
CLBAX vs PGEJX Comparison Chart in %
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CLBAX vs. PGEJX 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 CLBAX is a Buy and PGEJX is a Hold.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 266B vs. PGEJX (2.32B). CLBAX pays higher dividends than PGEJX: CLBAX (1.76) vs PGEJX (1.67). 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). PGEJX (8.92) and CLBAX (8.72) have marching annual gain over last year. CLBAX return over 5 years is better than : 43.96 vs. PGEJX (35.42).
| 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 | 14.656 | 12.115 | 121% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 2.32B | 11,490% |
| Annual Yield % from dividends | 1.76 | 1.67 | 106% |
| Returns for 1 year | 8.72 | 8.92 | 98% |
| Returns for 3 years | 51.33 | 55.69 | 92% |
| Returns for 5 years | 43.96 | 35.42 | 124% |
| Returns for 10 years | 88.01 | 98.07 | 90% |
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