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CLBFX vs PGEJX
CLBFX vs PGEJX Comparison
Open Charts CLBFX vs PGEJX
American Funds American Balanced 529F
Price$37.88
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets259.11B
George Putnam Balanced R6
Price$27.80
Change+$0.20 (+0.72%)
VolumeN/A
Net Assets2.25B
CLBFX vs PGEJX Comparison Chart in %
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CLBFX vs. PGEJX 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 CLBFX is a Buy and PGEJX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 259B vs. PGEJX (2.25B). CLBFX pays higher dividends than PGEJX: CLBFX (1.94) vs PGEJX (1.72). CLBFX was incepted earlier than PGEJX: CLBFX (23 years) vs PGEJX (12 years). CLBFX (0.67) is less costly to investors than PGEJX (0.61). PGEJX is a more actively managed with annual turnover of: 80.00 vs. CLBFX (44.00). PGEJX has a lower initial minimum investment than CLBFX: PGEJX (0) vs CLBFX (250). PGEJX (10.11) and CLBFX (10.11) have marching annual gain over last year. CLBFX return over 5 years is better than : 42.70 vs. PGEJX (33.28).
| CLBFX | PGEJX | CLBFX / PGEJX | |
| Total Expense Ratio | 0.67 | 0.61 | 110% |
| Annual Report Gross Expense Ratio | 0.67 | 0.61 | 110% |
| Fund Existence | 23 years | 12 years | - |
| Gain YTD | 11.495 | 8.978 | 128% |
| Front Load | N/A | 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 | 1.94 | 1.72 | 113% |
| Returns for 1 year | 10.11 | 10.11 | 100% |
| Returns for 3 years | 41.65 | 45.09 | 92% |
| Returns for 5 years | 42.70 | 33.28 | 128% |
| Returns for 10 years | 92.18 | 95.22 | 97% |