CLBAX
Price
$36.80
Change
+$0.18 (+0.49%)
Updated
Jul 3 closing price
Net Assets
252.39B
PGPCX
Price
$26.49
Change
+$0.12 (+0.46%)
Updated
Jul 3 closing price
Net Assets
2.2B
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CLBAX vs PGPCX

Header iconCLBAX vs PGPCX Comparison
Open Charts CLBAX vs PGPCXBanner chart's image
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 %
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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.

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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).
CLBAXPGPCXCLBAX / PGPCX
Total Expense Ratio0.581.6835%
Annual Report Gross Expense Ratio0.581.6835%
Fund Existence23 years26 years-
Gain YTD8.0735.138157%
Front Load4%N/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets252B2.2B11,449%
Annual Yield % from dividends1.841.01182%
Returns for 1 year7.846.48121%
Returns for 3 years36.1437.4896%
Returns for 5 years43.2629.79145%
Returns for 10 years77.5565.68118%
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