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CLBFX vs PGEOX
CLBFX vs PGEOX Comparison
Open Charts CLBFX vs PGEOX
American Funds American Balanced 529F
Price$38.26
Change-$0.56 (-1.44%)
VolumeN/A
Net Assets269.72B
George Putnam Balanced A
Price$27.21
Change-$1.27 (-4.46%)
VolumeN/A
Net Assets2.29B
CLBFX vs PGEOX Comparison Chart in %
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CLBFX vs. PGEOX commentary
Feb 05, 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 PGEOX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 270B vs. PGEOX (2.29B). CLBFX pays higher dividends than PGEOX: CLBFX (2.03) vs PGEOX (1.35). CLBFX was incepted earlier than PGEOX: CLBFX (23 years) vs PGEOX (88 years). PGEOX (0.91) is less costly to investors than CLBFX (0.67). PGEOX is a more actively managed with annual turnover of: 97.00 vs. CLBFX (44.00). PGEOX has a lower initial minimum investment than CLBFX: PGEOX (0) vs CLBFX (250). CLBFX annual gain was more profitable for investors over the last year : 11.50 vs. PGEOX (6.36). CLBFX return over 5 years is better than : 38.44 vs. PGEOX (26.37).
| CLBFX | PGEOX | CLBFX / PGEOX | |
| Total Expense Ratio | 0.67 | 0.91 | 74% |
| Annual Report Gross Expense Ratio | 0.67 | 0.91 | 74% |
| Fund Existence | 23 years | 88 years | - |
| Gain YTD | 2.464 | 0.965 | 255% |
| Front Load | N/A | 6% | - |
| 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 | 1.35 | 151% |
| Returns for 1 year | 11.50 | 6.36 | 181% |
| Returns for 3 years | 37.33 | 38.65 | 97% |
| Returns for 5 years | 38.44 | 26.37 | 146% |
| Returns for 10 years | 104.71 | 98.38 | 106% |
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