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CLBFX vs PGEOX
CLBFX vs PGEOX Comparison
Open Charts CLBFX vs PGEOX
American Funds American Balanced 529F
Price$39.72
Change+$0.11 (+0.28%)
VolumeN/A
Net Assets269.37B
George Putnam Balanced A
Price$28.85
Change+$0.06 (+0.21%)
VolumeN/A
Net Assets2.31B
CLBFX vs PGEOX Comparison Chart in %
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CLBFX vs. PGEOX commentary
Dec 04, 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 Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 269B vs. PGEOX (2.31B). 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 (0.93) 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). PGEOX annual gain was more profitable for investors over the last year : 10.88 vs. CLBFX (9.42). CLBFX return over 5 years is better than : 42.06 vs. PGEOX (38.23).
| 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 | 16.745 | 13.737 | 122% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 2.31B | 11,650% |
| Annual Yield % from dividends | 1.83 | 0.98 | 186% |
| Returns for 1 year | 9.42 | 10.88 | 87% |
| Returns for 3 years | 41.56 | 48.32 | 86% |
| Returns for 5 years | 42.06 | 38.23 | 110% |
| Returns for 10 years | 90.52 | 94.53 | 96% |
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