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CLBAX vs PGEMX
CLBAX vs PGEMX Comparison
Open Charts CLBAX vs PGEMX
American Funds American Balanced 529A
Price$38.07
Change+$0.15 (+0.40%)
VolumeN/A
Net Assets259.11B
George Putnam Balanced M
Price$27.15
Change+$0.09 (+0.33%)
VolumeN/A
Net Assets2.26B
CLBAX vs PGEMX Comparison Chart in %
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CLBAX vs. PGEMX commentary
Sep 09, 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 PGEMX is a Buy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 259B vs. PGEMX (2.26B). CLBAX pays higher dividends than PGEMX: CLBAX (1.80) vs PGEMX (1.12). CLBAX was incepted earlier than PGEMX: CLBAX (24 years) vs PGEMX (31 years). PGEMX (1.43) is less costly to investors than CLBAX (0.58). PGEMX is a more actively managed with annual turnover of: 80.00 vs. CLBAX (44.00). CLBAX (4%) and PGEMX (4%) have equivalent initial investment costs. PGEMX has a lower initial minimum investment than CLBAX: PGEMX (0) vs CLBAX (250). CLBAX annual gain was more profitable for investors over the last year : 11.72 vs. PGEMX (9.14). CLBAX return over 5 years is better than : 42.50 vs. PGEMX (27.36).
| CLBAX | PGEMX | CLBAX / PGEMX | |
| Total Expense Ratio | 0.58 | 1.43 | 41% |
| Annual Report Gross Expense Ratio | 0.58 | 1.43 | 41% |
| Fund Existence | 24 years | 31 years | - |
| Gain YTD | 11.803 | 8.367 | 141% |
| Front Load | 4% | 4% | 100% |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259B | 2.26B | 11,465% |
| Annual Yield % from dividends | 1.80 | 1.12 | 160% |
| Returns for 1 year | 11.72 | 9.14 | 128% |
| Returns for 3 years | 38.19 | 41.39 | 92% |
| Returns for 5 years | 42.50 | 27.36 | 155% |
| Returns for 10 years | 89.77 | 81.03 | 111% |
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