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CLBFX vs PGELX
CLBFX vs PGELX Comparison
Open Charts CLBFX vs PGELX
American Funds American Balanced 529F
Price$39.72
Change+$0.11 (+0.28%)
VolumeN/A
Net Assets269.37B
George Putnam Balanced R5
Price$29.36
Change+$0.02 (+0.07%)
VolumeN/A
Net Assets2.31B
CLBFX vs PGELX Comparison Chart in %
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CLBFX vs. PGELX commentary
Dec 04, 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 StrongBuy and PGELX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 269B vs. PGELX (2.31B). CLBFX pays higher dividends than PGELX: CLBFX (1.83) vs PGELX (1.11). 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: 97.00 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 : 11.10 vs. CLBFX (9.42). CLBFX (42.06) and PGELX (40.20) have equivalent 5 years return.
| 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 | 16.745 | 13.959 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 2.31B | 11,640% |
| Annual Yield % from dividends | 1.83 | 1.11 | 165% |
| Returns for 1 year | 9.42 | 11.10 | 85% |
| Returns for 3 years | 41.56 | 49.44 | 84% |
| Returns for 5 years | 42.06 | 40.20 | 105% |
| Returns for 10 years | 90.52 | 98.53 | 92% |
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