Interact to see
Advertisement
Advertisement
CLBAX vs PGEYX
CLBAX vs PGEYX Comparison
Open Charts CLBAX vs PGEYX
American Funds American Balanced 529A
Price$37.37
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
George Putnam Balanced Y
Price$27.59
Change-$0.07 (-0.25%)
VolumeN/A
Net Assets2.24B
CLBAX vs PGEYX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CLBAX vs. PGEYX commentary
Aug 18, 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: 256B vs. PGEYX (2.24B). PGEYX pays higher dividends than CLBAX: PGEYX (2.06) vs CLBAX (1.82). 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 annual gain was more profitable for investors over the last year : 9.36 vs. CLBAX (7.96). CLBAX return over 5 years is better than : 39.83 vs. PGEYX (33.14).
| 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 | 9.747 | 8.158 | 119% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 2.24B | 11,434% |
| Annual Yield % from dividends | 1.82 | 2.06 | 88% |
| Returns for 1 year | 7.96 | 9.36 | 85% |
| Returns for 3 years | 30.56 | 33.93 | 90% |
| Returns for 5 years | 39.83 | 33.14 | 120% |
| Returns for 10 years | 78.78 | 86.84 | 91% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement