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CLBFX vs PGELX
CLBFX vs PGELX Comparison
Open Charts CLBFX vs PGELX
American Funds American Balanced 529F
Price$38.94
Change-$0.48 (-1.22%)
VolumeN/A
Net Assets268.67B
George Putnam Balanced R5
Price$29.01
Change-$0.34 (-1.16%)
VolumeN/A
Net Assets2.32B
CLBFX vs PGELX Comparison Chart in %
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CLBFX vs. PGELX 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 PGELX is a Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 269B vs. PGELX (2.32B). PGELX (1.93) and CLBFX (1.86) 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: 97.00 vs. CLBFX (44.00). PGELX has a lower initial minimum investment than CLBFX: PGELX (0) vs CLBFX (250). CLBFX (10.11) and PGELX (9.76) have marching annual gain over last year. CLBFX return over 5 years is better than : 44.32 vs. PGELX (35.37).
| 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 | 16.391 | 14.231 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 2.32B | 11,590% |
| Annual Yield % from dividends | 1.86 | 1.93 | 96% |
| Returns for 1 year | 10.11 | 9.76 | 103% |
| Returns for 3 years | 44.93 | 50.65 | 89% |
| Returns for 5 years | 44.32 | 35.37 | 125% |
| Returns for 10 years | 94.43 | 102.65 | 92% |
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