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CLBAX vs PGPCX
CLBAX vs PGPCX Comparison
Open Charts CLBAX vs PGPCX
American Funds American Balanced 529A
Price$37.12
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets254.37B
George Putnam Balanced C
Price$26.74
Change+$0.09 (+0.34%)
VolumeN/A
Net Assets2.22B
CLBAX vs PGPCX Comparison Chart in %
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CLBAX vs. PGPCX commentary
Jul 28, 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: 254B vs. PGPCX (2.22B). 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 : 10.23 vs. PGPCX (9.23). CLBAX return over 5 years is better than : 41.42 vs. PGPCX (28.42).
| 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 | 9.013 | 6.225 | 145% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 2.22B | 11,462% |
| Annual Yield % from dividends | 1.84 | 1.01 | 182% |
| Returns for 1 year | 10.23 | 9.23 | 111% |
| Returns for 3 years | 35.76 | 36.40 | 98% |
| Returns for 5 years | 41.42 | 28.42 | 146% |
| Returns for 10 years | 77.58 | 66.41 | 117% |
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