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CLBFX vs PGEMX
CLBFX vs PGEMX Comparison
Open Charts CLBFX vs PGEMX
American Funds American Balanced 529F
Price$37.32
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
George Putnam Balanced M
Price$26.89
Change-$0.07 (-0.26%)
VolumeN/A
Net Assets2.24B
CLBFX vs PGEMX Comparison Chart in %
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CLBFX vs. PGEMX commentary
Aug 18, 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 Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 256B vs. PGEMX (2.24B). CLBFX pays higher dividends than PGEMX: CLBFX (1.97) vs PGEMX (1.34). 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: 80.00 vs. CLBFX (44.00). PGEMX has a lower initial minimum investment than CLBFX: PGEMX (0) vs CLBFX (250). PGEMX (8.47) and CLBFX (8.11) have marching annual gain over last year. CLBFX return over 5 years is better than : 40.98 vs. PGEMX (27.79).
| 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 | 9.847 | 7.687 | 128% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 2.24B | 11,434% |
| Annual Yield % from dividends | 1.97 | 1.34 | 148% |
| Returns for 1 year | 8.11 | 8.47 | 96% |
| Returns for 3 years | 31.15 | 30.82 | 101% |
| Returns for 5 years | 40.98 | 27.79 | 147% |
| Returns for 10 years | 82.32 | 72.70 | 113% |
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