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CLBFX vs PGEYX
CLBFX vs PGEYX Comparison
Open Charts CLBFX vs PGEYX
American Funds American Balanced 529F
Price$37.32
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
George Putnam Balanced Y
Price$27.59
Change-$0.07 (-0.25%)
VolumeN/A
Net Assets2.24B
CLBFX vs PGEYX Comparison Chart in %
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CLBFX vs. PGEYX commentary
Aug 18, 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: 256B vs. PGEYX (2.24B). PGEYX (2.06) and CLBFX (1.97) have matching dividends . 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). PGEYX annual gain was more profitable for investors over the last year : 9.36 vs. CLBFX (8.11). CLBFX return over 5 years is better than : 40.98 vs. PGEYX (33.14).
| 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 | 9.847 | 8.158 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 2.24B | 11,434% |
| Annual Yield % from dividends | 1.97 | 2.06 | 96% |
| Returns for 1 year | 8.11 | 9.36 | 87% |
| Returns for 3 years | 31.15 | 33.93 | 92% |
| Returns for 5 years | 40.98 | 33.14 | 124% |
| Returns for 10 years | 82.32 | 86.84 | 95% |
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