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CLBFX vs PGELX
CLBFX vs PGELX Comparison
Open Charts CLBFX vs PGELX
American Funds American Balanced 529F
Price$38.03
Change+$0.15 (+0.40%)
VolumeN/A
Net Assets259.11B
George Putnam Balanced R5
Price$28.18
Change+$0.09 (+0.32%)
VolumeN/A
Net Assets2.26B
CLBFX vs PGELX Comparison Chart in %
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CLBFX vs. PGELX commentary
Sep 09, 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: 259B vs. PGELX (2.26B). CLBFX pays higher dividends than PGELX: CLBFX (1.94) vs PGELX (1.62). 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). CLBFX (10.11) and PGELX (10.04) have marching annual gain over last year. CLBFX return over 5 years is better than : 42.70 vs. PGELX (32.96).
| 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 | 11.495 | 8.897 | 129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259B | 2.26B | 11,465% |
| Annual Yield % from dividends | 1.94 | 1.62 | 120% |
| Returns for 1 year | 10.11 | 10.04 | 101% |
| Returns for 3 years | 41.65 | 44.82 | 93% |
| Returns for 5 years | 42.70 | 32.96 | 130% |
| Returns for 10 years | 92.18 | 94.83 | 97% |