Interact to see
Advertisement
Advertisement
CLBFX vs PGELX
CLBFX vs PGELX Comparison
Open Charts CLBFX vs PGELX
American Funds American Balanced 529F
Price$38.37
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets262.75B
George Putnam Balanced R5
Price$28.66
Change+$0.10 (+0.35%)
VolumeN/A
Net Assets2.3B
CLBFX vs PGELX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CLBFX vs. PGELX commentary
Sep 29, 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 Hold and PGELX is a Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 263B vs. PGELX (2.3B). 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). PGELX annual gain was more profitable for investors over the last year : 8.63 vs. CLBFX (7.93). CLBFX return over 5 years is better than : 47.10 vs. PGELX (38.68).
| 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 | 12.937 | 11.107 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 2.3B | 11,455% |
| Annual Yield % from dividends | 1.94 | 1.62 | 120% |
| Returns for 1 year | 7.93 | 8.63 | 92% |
| Returns for 3 years | 52.34 | 56.71 | 92% |
| Returns for 5 years | 47.10 | 38.68 | 122% |
| Returns for 10 years | 98.95 | 106.05 | 93% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement