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CLBFX vs PGEMX
CLBFX vs PGEMX Comparison
Open Charts CLBFX vs PGEMX
American Funds American Balanced 529F
Price$38.03
Change+$0.15 (+0.40%)
VolumeN/A
Net Assets259.11B
George Putnam Balanced M
Price$27.15
Change+$0.09 (+0.33%)
VolumeN/A
Net Assets2.26B
CLBFX vs PGEMX Comparison Chart in %
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CLBFX vs. PGEMX commentary
Sep 09, 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: 259B vs. PGEMX (2.26B). CLBFX pays higher dividends than PGEMX: CLBFX (1.94) vs PGEMX (1.12). 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). CLBFX annual gain was more profitable for investors over the last year : 11.92 vs. PGEMX (9.14). CLBFX return over 5 years is better than : 43.66 vs. PGEMX (27.36).
| 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 | 11.937 | 8.367 | 143% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259B | 2.26B | 11,465% |
| Annual Yield % from dividends | 1.94 | 1.12 | 173% |
| Returns for 1 year | 11.92 | 9.14 | 130% |
| Returns for 3 years | 38.90 | 41.39 | 94% |
| Returns for 5 years | 43.66 | 27.36 | 160% |
| Returns for 10 years | 93.51 | 81.03 | 115% |
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