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CLBFX vs PGPCX
CLBFX vs PGPCX Comparison
Open Charts CLBFX vs PGPCX
American Funds American Balanced 529F
Price$35.51
Change-$0.31 (-0.87%)
VolumeN/A
Net Assets244.39B
George Putnam Balanced C
Price$25.63
Change-$0.19 (-0.74%)
VolumeN/A
Net Assets2.13B
CLBFX vs PGPCX Comparison Chart
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CLBFX vs. PGPCX commentary
Jun 16, 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: 244B vs. PGPCX (2.14B). CLBFX pays higher dividends than PGPCX: CLBFX (2.07) vs PGPCX (1.05). 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 : 5.44 vs. PGPCX (3.93). CLBFX return over 5 years is better than : 41.30 vs. PGPCX (28.60).
| 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 | 4.519 | 1.725 | 262% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 2.14B | 11,429% |
| Annual Yield % from dividends | 2.07 | 1.05 | 196% |
| Returns for 1 year | 5.44 | 3.93 | 138% |
| Returns for 3 years | 34.29 | 36.21 | 95% |
| Returns for 5 years | 41.30 | 28.60 | 144% |
| Returns for 10 years | 73.68 | 58.71 | 126% |
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