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CLBAX vs PGPCX
CLBAX vs PGPCX Comparison
Open Charts CLBAX vs PGPCX
American Funds American Balanced 529A
Price$35.56
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets244.39B
George Putnam Balanced C
Price$25.63
Change-$0.19 (-0.74%)
VolumeN/A
Net Assets2.13B
CLBAX vs PGPCX Comparison Chart
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CLBAX vs. PGPCX commentary
Jun 16, 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: 244B vs. PGPCX (2.14B). CLBAX pays higher dividends than PGPCX: CLBAX (1.91) vs PGPCX (1.05). 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 : 5.26 vs. PGPCX (3.93). CLBAX return over 5 years is better than : 40.12 vs. PGPCX (28.60).
| 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 | 4.431 | 1.725 | 257% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 2.14B | 11,429% |
| Annual Yield % from dividends | 1.91 | 1.05 | 182% |
| Returns for 1 year | 5.26 | 3.93 | 134% |
| Returns for 3 years | 33.60 | 36.21 | 93% |
| Returns for 5 years | 40.12 | 28.60 | 140% |
| Returns for 10 years | 70.29 | 58.71 | 120% |
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