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CLBFX vs PGEYX
CLBFX vs PGEYX Comparison
Open Charts CLBFX vs PGEYX
American Funds American Balanced 529F
Price$37.88
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets259.11B
George Putnam Balanced Y
Price$27.78
Change-$0.01 (-0.04%)
VolumeN/A
Net Assets2.25B
CLBFX vs PGEYX Comparison Chart in %
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CLBFX vs. PGEYX commentary
Sep 08, 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 PGEYX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 259B vs. PGEYX (2.25B). CLBFX pays higher dividends than PGEYX: CLBFX (1.94) vs PGEYX (1.67). CLBFX was incepted earlier than PGEYX: CLBFX (23 years) vs PGEYX (31 years). PGEYX (0.68) and CLBFX (0.67) have similar cost to investors . PGEYX is a more actively managed with annual turnover of: 80.00 vs. CLBFX (44.00). PGEYX has a lower initial minimum investment than CLBFX: PGEYX (0) vs CLBFX (250). CLBFX (10.11) and PGEYX (10.02) have marching annual gain over last year. CLBFX return over 5 years is better than : 42.70 vs. PGEYX (32.73).
| CLBFX | PGEYX | CLBFX / PGEYX | |
| Total Expense Ratio | 0.67 | 0.68 | 99% |
| Annual Report Gross Expense Ratio | 0.67 | 0.68 | 99% |
| Fund Existence | 23 years | 31 years | - |
| Gain YTD | 11.495 | 8.902 | 129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259B | 2.25B | 11,506% |
| Annual Yield % from dividends | 1.94 | 1.67 | 116% |
| Returns for 1 year | 10.11 | 10.02 | 101% |
| Returns for 3 years | 41.65 | 44.74 | 93% |
| Returns for 5 years | 42.70 | 32.73 | 130% |
| Returns for 10 years | 92.18 | 95.79 | 96% |
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