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CLBAX vs PGEOX
CLBAX vs PGEOX Comparison
Open Charts CLBAX vs PGEOX
American Funds American Balanced 529A
Price$37.92
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets257.73B
George Putnam Balanced A
Price$27.62
Change-$0.01 (-0.04%)
VolumeN/A
Net Assets2.25B
CLBAX vs PGEOX Comparison Chart in %
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CLBAX vs. PGEOX commentary
Sep 07, 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 PGEOX is a Buy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 258B vs. PGEOX (2.25B). CLBAX pays higher dividends than PGEOX: CLBAX (1.80) vs PGEOX (1.49). CLBAX was incepted earlier than PGEOX: CLBAX (24 years) vs PGEOX (88 years). PGEOX (0.93) is less costly to investors than CLBAX (0.58). PGEOX is a more actively managed with annual turnover of: 80.00 vs. CLBAX (44.00). PGEOX initial investment is less costly to investors than CLBAX (4%) vs CLBAX (4%). PGEOX has a lower initial minimum investment than CLBAX: PGEOX (0) vs CLBAX (250). CLBAX (9.95) and PGEOX (9.73) have marching annual gain over last year. CLBAX return over 5 years is better than : 41.54 vs. PGEOX (31.02).
| CLBAX | PGEOX | CLBAX / PGEOX | |
| Total Expense Ratio | 0.58 | 0.93 | 62% |
| Annual Report Gross Expense Ratio | 0.58 | 0.93 | 62% |
| Fund Existence | 24 years | 88 years | - |
| Gain YTD | 11.362 | 8.713 | 130% |
| Front Load | 4% | 6% | 61% |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 258B | 2.25B | 11,456% |
| Annual Yield % from dividends | 1.80 | 1.49 | 121% |
| Returns for 1 year | 9.95 | 9.73 | 102% |
| Returns for 3 years | 40.92 | 43.65 | 94% |
| Returns for 5 years | 41.54 | 31.02 | 134% |
| Returns for 10 years | 88.47 | 90.95 | 97% |
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