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CLBFX vs PGPCX
CLBFX vs PGPCX Comparison
Open Charts CLBFX vs PGPCX
American Funds American Balanced 529F
Price$36.75
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
George Putnam Balanced C
Price$26.49
Change+$0.12 (+0.46%)
VolumeN/A
Net Assets2.2B
CLBFX vs PGPCX Comparison Chart in %
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CLBFX vs. PGPCX commentary
Jul 07, 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: 252B vs. PGPCX (2.2B). CLBFX pays higher dividends than PGPCX: CLBFX (1.99) vs PGPCX (1.01). 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 : 8.02 vs. PGPCX (6.48). CLBFX return over 5 years is better than : 44.49 vs. PGPCX (29.79).
| 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 | 8.169 | 5.138 | 159% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 2.2B | 11,449% |
| Annual Yield % from dividends | 1.99 | 1.01 | 197% |
| Returns for 1 year | 8.02 | 6.48 | 124% |
| Returns for 3 years | 36.80 | 37.48 | 98% |
| Returns for 5 years | 44.49 | 29.79 | 149% |
| Returns for 10 years | 81.14 | 65.68 | 124% |
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