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CLBFX vs PGEMX
CLBFX vs PGEMX Comparison
Open Charts CLBFX vs PGEMX
American Funds American Balanced 529F
Price$38.26
Change-$0.56 (-1.44%)
VolumeN/A
Net Assets269.72B
George Putnam Balanced M
Price$26.62
Change-$1.27 (-4.55%)
VolumeN/A
Net Assets2.29B
CLBFX vs PGEMX Comparison Chart in %
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CLBFX vs. PGEMX commentary
Feb 04, 2026
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 Hold and PGEMX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 270B vs. PGEMX (2.29B). CLBFX pays higher dividends than PGEMX: CLBFX (2.03) vs PGEMX (0.91). 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 : 11.50 vs. PGEMX (5.68). CLBFX return over 5 years is better than : 38.44 vs. PGEMX (22.80).
| 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 | 2.464 | 0.910 | 271% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 2.29B | 11,801% |
| Annual Yield % from dividends | 2.03 | 0.91 | 224% |
| Returns for 1 year | 11.50 | 5.68 | 202% |
| Returns for 3 years | 37.33 | 36.39 | 103% |
| Returns for 5 years | 38.44 | 22.80 | 169% |
| Returns for 10 years | 104.71 | 87.91 | 119% |
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