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CLBAX vs PGPRX
CLBAX vs PGPRX Comparison
Open Charts CLBAX vs PGPRX
American Funds American Balanced 529A
Price$37.37
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
George Putnam Balanced R
Price$27.31
Change-$0.06 (-0.22%)
VolumeN/A
Net Assets2.24B
CLBAX vs PGPRX Comparison Chart in %
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CLBAX vs. PGPRX commentary
Aug 18, 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 PGPRX is a Buy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 256B vs. PGPRX (2.24B). CLBAX pays higher dividends than PGPRX: CLBAX (1.82) vs PGPRX (1.57). CLBAX was incepted earlier than PGPRX: CLBAX (24 years) vs PGPRX (23 years). PGPRX (1.18) is less costly to investors than CLBAX (0.58). PGPRX is a more actively managed with annual turnover of: 80.00 vs. CLBAX (44.00). PGPRX has a lower initial minimum investment than CLBAX: PGPRX (0) vs CLBAX (250). PGPRX annual gain was more profitable for investors over the last year : 8.79 vs. CLBAX (7.96). CLBAX return over 5 years is better than : 39.83 vs. PGPRX (29.72).
| CLBAX | PGPRX | CLBAX / PGPRX | |
| Total Expense Ratio | 0.58 | 1.18 | 49% |
| Annual Report Gross Expense Ratio | 0.58 | 1.18 | 49% |
| Fund Existence | 24 years | 23 years | - |
| Gain YTD | 9.747 | 7.841 | 124% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 2.24B | 11,434% |
| Annual Yield % from dividends | 1.82 | 1.57 | 116% |
| Returns for 1 year | 7.96 | 8.79 | 91% |
| Returns for 3 years | 30.56 | 31.92 | 96% |
| Returns for 5 years | 39.83 | 29.72 | 134% |
| Returns for 10 years | 78.78 | 76.31 | 103% |
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