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CLBFX vs PGEJX
CLBFX vs PGEJX Comparison
Open Charts CLBFX vs PGEJX
American Funds American Balanced 529F
Price$38.94
Change-$0.48 (-1.22%)
VolumeN/A
Net Assets268.67B
George Putnam Balanced R6
Price$28.69
Change-$0.34 (-1.17%)
VolumeN/A
Net Assets2.29B
CLBFX vs PGEJX Comparison Chart in %
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CLBFX vs. PGEJX commentary
Nov 14, 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 Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 269B vs. PGEJX (2.29B). PGEJX pays higher dividends than CLBFX: PGEJX (2.04) vs CLBFX (1.86). 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: 97.00 vs. CLBFX (44.00). PGEJX has a lower initial minimum investment than CLBFX: PGEJX (0) vs CLBFX (250). PGEJX annual gain was more profitable for investors over the last year : 9.82 vs. CLBFX (8.91). CLBFX return over 5 years is better than : 42.56 vs. PGEJX (35.68).
| 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 | 14.974 | 14.315 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 2.29B | 11,726% |
| Annual Yield % from dividends | 1.86 | 2.04 | 91% |
| Returns for 1 year | 8.91 | 9.82 | 91% |
| Returns for 3 years | 44.01 | 50.92 | 86% |
| Returns for 5 years | 42.56 | 35.68 | 119% |
| Returns for 10 years | 90.28 | 103.05 | 88% |
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