Interact to see
Advertisement
Advertisement
CLBAX vs PGPCX
CLBAX vs PGPCX Comparison
Open Charts CLBAX vs PGPCX
American Funds American Balanced 529A
Price$36.80
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
George Putnam Balanced C
Price$26.49
Change+$0.12 (+0.46%)
VolumeN/A
Net Assets2.2B
CLBAX vs PGPCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CLBAX vs. PGPCX commentary
Jul 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 PGPCX is a Buy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 252B vs. PGPCX (2.2B). CLBAX pays higher dividends than PGPCX: CLBAX (1.84) vs PGPCX (1.01). CLBAX was incepted earlier than PGPCX: CLBAX (23 years) vs PGPCX (26 years). PGPCX (1.68) is less costly to investors than CLBAX (0.58). PGPCX is a more actively managed with annual turnover of: 80.00 vs. CLBAX (44.00). PGPCX has a lower initial minimum investment than CLBAX: PGPCX (0) vs CLBAX (250). CLBAX annual gain was more profitable for investors over the last year : 7.84 vs. PGPCX (6.48). CLBAX return over 5 years is better than : 43.26 vs. PGPCX (29.79).
| CLBAX | PGPCX | CLBAX / PGPCX | |
| Total Expense Ratio | 0.58 | 1.68 | 35% |
| Annual Report Gross Expense Ratio | 0.58 | 1.68 | 35% |
| Fund Existence | 23 years | 26 years | - |
| Gain YTD | 8.073 | 5.138 | 157% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 2.2B | 11,449% |
| Annual Yield % from dividends | 1.84 | 1.01 | 182% |
| Returns for 1 year | 7.84 | 6.48 | 121% |
| Returns for 3 years | 36.14 | 37.48 | 96% |
| Returns for 5 years | 43.26 | 29.79 | 145% |
| Returns for 10 years | 77.55 | 65.68 | 118% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement