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CLBAX vs PGEYX
CLBAX vs PGEYX Comparison
Open Charts CLBAX vs PGEYX
American Funds American Balanced 529A
Price$37.92
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets259.11B
George Putnam Balanced Y
Price$27.78
Change-$0.01 (-0.04%)
VolumeN/A
Net Assets2.25B
CLBAX vs PGEYX Comparison Chart in %
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CLBAX vs. PGEYX commentary
Sep 08, 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 PGEYX is a Buy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 259B vs. PGEYX (2.25B). CLBAX pays higher dividends than PGEYX: CLBAX (1.80) vs PGEYX (1.67). CLBAX was incepted earlier than PGEYX: CLBAX (24 years) vs PGEYX (31 years). PGEYX (0.68) is less costly to investors than CLBAX (0.58). PGEYX is a more actively managed with annual turnover of: 80.00 vs. CLBAX (44.00). PGEYX has a lower initial minimum investment than CLBAX: PGEYX (0) vs CLBAX (250). PGEYX (10.02) and CLBAX (9.95) have marching annual gain over last year. CLBAX return over 5 years is better than : 41.54 vs. PGEYX (32.73).
| CLBAX | PGEYX | CLBAX / PGEYX | |
| Total Expense Ratio | 0.58 | 0.68 | 85% |
| Annual Report Gross Expense Ratio | 0.58 | 0.68 | 85% |
| Fund Existence | 24 years | 31 years | - |
| Gain YTD | 11.362 | 8.902 | 128% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259B | 2.25B | 11,506% |
| Annual Yield % from dividends | 1.80 | 1.67 | 107% |
| Returns for 1 year | 9.95 | 10.02 | 99% |
| Returns for 3 years | 40.92 | 44.74 | 91% |
| Returns for 5 years | 41.54 | 32.73 | 127% |
| Returns for 10 years | 88.47 | 95.79 | 92% |
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