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CLBFX vs PGELX
CLBFX vs PGELX Comparison
Open Charts CLBFX vs PGELX
American Funds American Balanced 529F
Price$38.26
Change-$0.56 (-1.44%)
VolumeN/A
Net Assets269.72B
George Putnam Balanced R5
Price$27.71
Change-$1.26 (-4.35%)
VolumeN/A
Net Assets2.3B
CLBFX vs PGELX Comparison Chart in %
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CLBFX vs. PGELX 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 PGELX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 270B vs. PGELX (2.3B). CLBFX pays higher dividends than PGELX: CLBFX (2.03) vs PGELX (1.52). CLBFX was incepted earlier than PGELX: CLBFX (23 years) vs PGELX (12 years). PGELX (0.69) and CLBFX (0.67) have similar cost to investors . PGELX is a more actively managed with annual turnover of: 97.00 vs. CLBFX (44.00). PGELX has a lower initial minimum investment than CLBFX: PGELX (0) vs CLBFX (250). CLBFX annual gain was more profitable for investors over the last year : 11.50 vs. PGELX (6.70). CLBFX return over 5 years is better than : 38.44 vs. PGELX (28.29).
| CLBFX | PGELX | CLBFX / PGELX | |
| Total Expense Ratio | 0.67 | 0.69 | 97% |
| Annual Report Gross Expense Ratio | 0.67 | 0.69 | 97% |
| Fund Existence | 23 years | 12 years | - |
| Gain YTD | 2.464 | 0.984 | 250% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 2.3B | 11,760% |
| Annual Yield % from dividends | 2.03 | 1.52 | 134% |
| Returns for 1 year | 11.50 | 6.70 | 172% |
| Returns for 3 years | 37.33 | 39.91 | 94% |
| Returns for 5 years | 38.44 | 28.29 | 136% |
| Returns for 10 years | 104.71 | 102.66 | 102% |
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