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CLBFX vs PGEJX
CLBFX vs PGEJX Comparison
Open Charts CLBFX vs PGEJX
American Funds American Balanced 529F
Price$38.26
Change-$0.56 (-1.44%)
VolumeN/A
Net Assets269.72B
George Putnam Balanced R6
Price$27.39
Change-$1.27 (-4.43%)
VolumeN/A
Net Assets2.29B
CLBFX vs PGEJX Comparison Chart in %
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CLBFX vs. PGEJX commentary
Feb 04, 2026
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 CLBFX is a Hold and PGEJX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 270B vs. PGEJX (2.29B). CLBFX pays higher dividends than PGEJX: CLBFX (2.03) vs PGEJX (1.62). CLBFX was incepted earlier than PGEJX: CLBFX (23 years) vs PGEJX (12 years). CLBFX (0.67) is less costly to investors than PGEJX (0.60). PGEJX is a more actively managed with annual turnover of: 97.00 vs. CLBFX (44.00). PGEJX has a lower initial minimum investment than CLBFX: PGEJX (0) vs CLBFX (250). CLBFX annual gain was more profitable for investors over the last year : 11.50 vs. PGEJX (6.76). CLBFX return over 5 years is better than : 38.44 vs. PGEJX (28.55).
| CLBFX | PGEJX | CLBFX / PGEJX | |
| Total Expense Ratio | 0.67 | 0.60 | 112% |
| Annual Report Gross Expense Ratio | 0.67 | 0.60 | 112% |
| Fund Existence | 23 years | 12 years | - |
| Gain YTD | 2.464 | 0.996 | 247% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 2.29B | 11,801% |
| Annual Yield % from dividends | 2.03 | 1.62 | 125% |
| Returns for 1 year | 11.50 | 6.76 | 170% |
| Returns for 3 years | 37.33 | 40.11 | 93% |
| Returns for 5 years | 38.44 | 28.55 | 135% |
| Returns for 10 years | 104.71 | 102.92 | 102% |
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