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CLBFX vs PGEJX
CLBFX vs PGEJX Comparison
Open Charts CLBFX vs PGEJX
American Funds American Balanced 529F
Price$38.87
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.62B
George Putnam Balanced R6
Price$28.59
Change+$0.09 (+0.32%)
VolumeN/A
Net Assets2.31B
CLBFX vs PGEJX Comparison Chart in %
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CLBFX vs. PGEJX commentary
Oct 19, 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: 266B vs. PGEJX (2.32B). CLBFX pays higher dividends than PGEJX: CLBFX (1.89) vs PGEJX (1.67). 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 (8.92) and CLBFX (8.84) have marching annual gain over last year. CLBFX return over 5 years is better than : 45.11 vs. PGEJX (35.42).
| 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 | 14.767 | 12.115 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 2.32B | 11,490% |
| Annual Yield % from dividends | 1.89 | 1.67 | 114% |
| Returns for 1 year | 8.84 | 8.92 | 99% |
| Returns for 3 years | 52.03 | 55.69 | 93% |
| Returns for 5 years | 45.11 | 35.42 | 127% |
| Returns for 10 years | 91.64 | 98.07 | 93% |
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