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CLBFX vs PGEMX
CLBFX vs PGEMX Comparison
Open Charts CLBFX vs PGEMX
American Funds American Balanced 529F
Price$37.54
Change+$0.04 (+0.11%)
VolumeN/A
Net Assets269.37B
George Putnam Balanced M
Price$26.59
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets2.3B
CLBFX vs PGEMX Comparison Chart in %
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CLBFX vs. PGEMX commentary
Dec 28, 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 PGEMX is a Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 269B vs. PGEMX (2.3B). CLBFX pays higher dividends than PGEMX: CLBFX (1.83) vs PGEMX (0.65). CLBFX was incepted earlier than PGEMX: CLBFX (23 years) vs PGEMX (31 years). PGEMX (1.41) 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 annual gain was more profitable for investors over the last year : 9.21 vs. PGEMX (5.08). CLBFX return over 5 years is better than : 37.57 vs. PGEMX (25.75).
| CLBFX | PGEMX | CLBFX / PGEMX | |
| Total Expense Ratio | 0.67 | 1.41 | 48% |
| Annual Report Gross Expense Ratio | 0.67 | 1.41 | 48% |
| Fund Existence | 23 years | 31 years | - |
| Gain YTD | 10.840 | 6.801 | 159% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 2.3B | 11,685% |
| Annual Yield % from dividends | 1.83 | 0.65 | 281% |
| Returns for 1 year | 9.21 | 5.08 | 181% |
| Returns for 3 years | 38.59 | 44.19 | 87% |
| Returns for 5 years | 37.57 | 25.75 | 146% |
| Returns for 10 years | 88.41 | 75.26 | 117% |
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