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CLBFX vs PGELX
CLBFX vs PGELX Comparison
Open Charts CLBFX vs PGELX
American Funds American Balanced 529F
Price$37.32
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
George Putnam Balanced R5
Price$27.90
Change-$0.07 (-0.25%)
VolumeN/A
Net Assets2.24B
CLBFX vs PGELX Comparison Chart in %
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CLBFX vs. PGELX commentary
Aug 18, 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 PGELX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 256B vs. PGELX (2.24B). PGELX (2.00) and CLBFX (1.97) have matching dividends . CLBFX was incepted earlier than PGELX: CLBFX (23 years) vs PGELX (12 years). PGELX (0.71) is less costly to investors than CLBFX (0.67). PGELX is a more actively managed with annual turnover of: 80.00 vs. CLBFX (44.00). PGELX has a lower initial minimum investment than CLBFX: PGELX (0) vs CLBFX (250). PGELX annual gain was more profitable for investors over the last year : 9.37 vs. CLBFX (8.11). CLBFX return over 5 years is better than : 40.98 vs. PGELX (33.36).
| CLBFX | PGELX | CLBFX / PGELX | |
| Total Expense Ratio | 0.67 | 0.71 | 94% |
| Annual Report Gross Expense Ratio | 0.67 | 0.71 | 94% |
| Fund Existence | 23 years | 12 years | - |
| Gain YTD | 9.847 | 8.161 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 2.24B | 11,434% |
| Annual Yield % from dividends | 1.97 | 2.00 | 98% |
| Returns for 1 year | 8.11 | 9.37 | 87% |
| Returns for 3 years | 31.15 | 34.06 | 91% |
| Returns for 5 years | 40.98 | 33.36 | 123% |
| Returns for 10 years | 82.32 | 85.83 | 96% |
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