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CLBAX vs PGPRX
CLBAX vs PGPRX Comparison
Open Charts CLBAX vs PGPRX
American Funds American Balanced 529A
Price$37.92
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets259.11B
George Putnam Balanced R
Price$27.48
Change-$0.01 (-0.04%)
VolumeN/A
Net Assets2.25B
CLBAX vs PGPRX Comparison Chart in %
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CLBAX vs. PGPRX commentary
Sep 08, 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: 259B vs. PGPRX (2.25B). CLBAX pays higher dividends than PGPRX: CLBAX (1.80) vs PGPRX (1.31). 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). CLBAX annual gain was more profitable for investors over the last year : 9.95 vs. PGPRX (9.43). CLBAX return over 5 years is better than : 41.54 vs. PGPRX (29.27).
| 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 | 11.362 | 8.513 | 133% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259B | 2.25B | 11,506% |
| Annual Yield % from dividends | 1.80 | 1.31 | 138% |
| Returns for 1 year | 9.95 | 9.43 | 105% |
| Returns for 3 years | 40.92 | 42.47 | 96% |
| Returns for 5 years | 41.54 | 29.27 | 142% |
| Returns for 10 years | 88.47 | 84.70 | 104% |
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