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CLBAX vs PGPCX
CLBAX vs PGPCX Comparison
Open Charts CLBAX vs PGPCX
American Funds American Balanced 529A
Price$38.07
Change+$0.15 (+0.40%)
VolumeN/A
Net Assets259.11B
George Putnam Balanced C
Price$27.32
Change+$0.10 (+0.37%)
VolumeN/A
Net Assets2.26B
CLBAX vs PGPCX Comparison Chart in %
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CLBAX vs. PGPCX commentary
Sep 09, 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: 259B vs. PGPCX (2.26B). CLBAX pays higher dividends than PGPCX: CLBAX (1.80) vs PGPCX (0.93). CLBAX was incepted earlier than PGPCX: CLBAX (24 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 : 9.95 vs. PGPCX (8.83). CLBAX return over 5 years is better than : 41.54 vs. PGPCX (25.88).
| CLBAX | PGPCX | CLBAX / PGPCX | |
| Total Expense Ratio | 0.58 | 1.68 | 35% |
| Annual Report Gross Expense Ratio | 0.58 | 1.68 | 35% |
| Fund Existence | 24 years | 26 years | - |
| Gain YTD | 11.362 | 8.132 | 140% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259B | 2.26B | 11,465% |
| Annual Yield % from dividends | 1.80 | 0.93 | 192% |
| Returns for 1 year | 9.95 | 8.83 | 113% |
| Returns for 3 years | 40.92 | 40.31 | 102% |
| Returns for 5 years | 41.54 | 25.88 | 161% |
| Returns for 10 years | 88.47 | 77.04 | 115% |
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