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CLBFX vs PGEOX
CLBFX vs PGEOX Comparison
Open Charts CLBFX vs PGEOX
American Funds American Balanced 529F
Price$37.54
Change+$0.04 (+0.11%)
VolumeN/A
Net Assets269.37B
George Putnam Balanced A
Price$27.17
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets2.3B
CLBFX vs PGEOX Comparison Chart in %
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CLBFX vs. PGEOX commentary
Dec 28, 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 StrongBuy and PGEOX is a Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 269B vs. PGEOX (2.3B). CLBFX pays higher dividends than PGEOX: CLBFX (1.83) vs PGEOX (0.98). 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 : 9.21 vs. PGEOX (5.64). CLBFX return over 5 years is better than : 37.57 vs. PGEOX (29.28).
| 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 | 10.840 | 7.337 | 148% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 2.3B | 11,685% |
| Annual Yield % from dividends | 1.83 | 0.98 | 186% |
| Returns for 1 year | 9.21 | 5.64 | 163% |
| Returns for 3 years | 38.59 | 46.50 | 83% |
| Returns for 5 years | 37.57 | 29.28 | 128% |
| Returns for 10 years | 88.41 | 84.79 | 104% |
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