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CLBFX vs PGPCX
CLBFX vs PGPCX Comparison
Open Charts CLBFX vs PGPCX
American Funds American Balanced 529F
Price$38.03
Change+$0.15 (+0.40%)
VolumeN/A
Net Assets259.11B
George Putnam Balanced C
Price$27.32
Change+$0.10 (+0.37%)
VolumeN/A
Net Assets2.26B
CLBFX vs PGPCX Comparison Chart in %
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CLBFX vs. PGPCX commentary
Sep 09, 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 PGPCX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 259B vs. PGPCX (2.26B). CLBFX pays higher dividends than PGPCX: CLBFX (1.94) vs PGPCX (0.93). CLBFX was incepted earlier than PGPCX: CLBFX (23 years) vs PGPCX (26 years). PGPCX (1.68) is less costly to investors than CLBFX (0.67). PGPCX is a more actively managed with annual turnover of: 80.00 vs. CLBFX (44.00). PGPCX has a lower initial minimum investment than CLBFX: PGPCX (0) vs CLBFX (250). CLBFX annual gain was more profitable for investors over the last year : 10.11 vs. PGPCX (8.83). CLBFX return over 5 years is better than : 42.70 vs. PGPCX (25.88).
| CLBFX | PGPCX | CLBFX / PGPCX | |
| Total Expense Ratio | 0.67 | 1.68 | 40% |
| Annual Report Gross Expense Ratio | 0.67 | 1.68 | 40% |
| Fund Existence | 23 years | 26 years | - |
| Gain YTD | 11.495 | 8.132 | 141% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259B | 2.26B | 11,465% |
| Annual Yield % from dividends | 1.94 | 0.93 | 208% |
| Returns for 1 year | 10.11 | 8.83 | 115% |
| Returns for 3 years | 41.65 | 40.31 | 103% |
| Returns for 5 years | 42.70 | 25.88 | 165% |
| Returns for 10 years | 92.18 | 77.04 | 120% |
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