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CLBFX vs PGEOX
CLBFX vs PGEOX Comparison
Open Charts CLBFX vs PGEOX
American Funds American Balanced 529F
Price$38.87
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.37B
George Putnam Balanced A
Price$28.41
Change+$0.09 (+0.32%)
VolumeN/A
Net Assets2.31B
CLBFX vs PGEOX Comparison Chart in %
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CLBFX vs. PGEOX commentary
Oct 19, 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 Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 265B vs. PGEOX (2.31B). CLBFX pays higher dividends than PGEOX: CLBFX (1.89) vs PGEOX (1.44). 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: 97.00 vs. CLBFX (44.00). PGEOX has a lower initial minimum investment than CLBFX: PGEOX (0) vs CLBFX (250). CLBFX (8.84) and PGEOX (8.58) have marching annual gain over last year. CLBFX return over 5 years is better than : 45.11 vs. PGEOX (33.15).
| 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 | 14.767 | 11.823 | 125% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 265B | 2.31B | 11,482% |
| Annual Yield % from dividends | 1.89 | 1.44 | 131% |
| Returns for 1 year | 8.84 | 8.58 | 103% |
| Returns for 3 years | 52.03 | 54.23 | 96% |
| Returns for 5 years | 45.11 | 33.15 | 136% |
| Returns for 10 years | 91.64 | 93.81 | 98% |
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