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CLBFX vs PGEMX
CLBFX vs PGEMX Comparison
Open Charts CLBFX vs PGEMX
American Funds American Balanced 529F
Price$38.94
Change-$0.48 (-1.22%)
VolumeN/A
Net Assets268.67B
George Putnam Balanced M
Price$27.93
Change-$0.34 (-1.20%)
VolumeN/A
Net Assets2.29B
CLBFX vs PGEMX Comparison Chart in %
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CLBFX vs. PGEMX 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 PGEMX is a Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 269B vs. PGEMX (2.29B). CLBFX pays higher dividends than PGEMX: CLBFX (1.86) vs PGEMX (1.36). CLBFX was incepted earlier than PGEMX: CLBFX (23 years) vs PGEMX (31 years). PGEMX (1.43) is less costly to investors than CLBFX (0.67). PGEMX is a more actively managed with annual turnover of: 97.00 vs. CLBFX (44.00). PGEMX has a lower initial minimum investment than CLBFX: PGEMX (0) vs CLBFX (250). CLBFX (8.91) and PGEMX (8.89) have marching annual gain over last year. CLBFX return over 5 years is better than : 42.56 vs. PGEMX (29.72).
| CLBFX | PGEMX | CLBFX / PGEMX | |
| Total Expense Ratio | 0.67 | 1.43 | 47% |
| Annual Report Gross Expense Ratio | 0.67 | 1.43 | 47% |
| Fund Existence | 23 years | 31 years | - |
| Gain YTD | 14.974 | 13.549 | 111% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 2.29B | 11,726% |
| Annual Yield % from dividends | 1.86 | 1.36 | 137% |
| Returns for 1 year | 8.91 | 8.89 | 100% |
| Returns for 3 years | 44.01 | 47.10 | 93% |
| Returns for 5 years | 42.56 | 29.72 | 143% |
| Returns for 10 years | 90.28 | 88.41 | 102% |
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