Interact to see
Advertisement
Advertisement
CLBFX vs PGEMX
CLBFX vs PGEMX Comparison
Open Charts CLBFX vs PGEMX
American Funds American Balanced 529F
Price$38.87
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.62B
George Putnam Balanced M
Price$27.82
Change+$0.09 (+0.32%)
VolumeN/A
Net Assets2.31B
CLBFX vs PGEMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CLBFX vs. PGEMX commentary
Oct 19, 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: 266B vs. PGEMX (2.31B). CLBFX pays higher dividends than PGEMX: CLBFX (1.89) vs PGEMX (1.09). 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 annual gain was more profitable for investors over the last year : 8.84 vs. PGEMX (7.99). CLBFX return over 5 years is better than : 45.11 vs. PGEMX (29.46).
| 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 | 14.767 | 11.411 | 129% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 2.31B | 11,525% |
| Annual Yield % from dividends | 1.89 | 1.09 | 173% |
| Returns for 1 year | 8.84 | 7.99 | 111% |
| Returns for 3 years | 52.03 | 51.76 | 101% |
| Returns for 5 years | 45.11 | 29.46 | 153% |
| Returns for 10 years | 91.64 | 83.84 | 109% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| LMCMX | 8.61 | 0.06 | +0.70% |
| Miller Income IS | |||
| GEQZX | 66.01 | 0.34 | +0.52% |
| GuideStone Funds Equity Index Investor | |||
| FIIMX | 24.66 | N/A | N/A |
| Fidelity Advisor Mid Cap II I | |||
| QCSGX | 23.17 | -0.20 | -0.86% |
| Federated Hermes MDT Small Cap Growth C | |||
| CISOX | 12.01 | -0.15 | -1.23% |
| Calamos International Small Cap Gr R6 | |||