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CLBFX vs PGEOX
CLBFX vs PGEOX Comparison
Open Charts CLBFX vs PGEOX
American Funds American Balanced 529F
Price$37.88
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets257.73B
George Putnam Balanced A
Price$27.62
Change-$0.01 (-0.04%)
VolumeN/A
Net Assets2.25B
CLBFX vs PGEOX Comparison Chart in %
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CLBFX vs. PGEOX commentary
Sep 07, 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 PGEOX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 258B vs. PGEOX (2.25B). CLBFX pays higher dividends than PGEOX: CLBFX (1.94) vs PGEOX (1.49). CLBFX was incepted earlier than PGEOX: CLBFX (23 years) vs PGEOX (88 years). PGEOX (0.93) is less costly to investors than CLBFX (0.67). PGEOX is a more actively managed with annual turnover of: 80.00 vs. CLBFX (44.00). PGEOX has a lower initial minimum investment than CLBFX: PGEOX (0) vs CLBFX (250). CLBFX (10.11) and PGEOX (9.73) have marching annual gain over last year. CLBFX return over 5 years is better than : 42.70 vs. PGEOX (31.02).
| CLBFX | PGEOX | CLBFX / PGEOX | |
| Total Expense Ratio | 0.67 | 0.93 | 72% |
| Annual Report Gross Expense Ratio | 0.67 | 0.93 | 72% |
| Fund Existence | 23 years | 88 years | - |
| Gain YTD | 11.495 | 8.713 | 132% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 258B | 2.25B | 11,456% |
| Annual Yield % from dividends | 1.94 | 1.49 | 131% |
| Returns for 1 year | 10.11 | 9.73 | 104% |
| Returns for 3 years | 41.65 | 43.65 | 95% |
| Returns for 5 years | 42.70 | 31.02 | 138% |
| Returns for 10 years | 92.18 | 90.95 | 101% |
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