CLBFX
Price
$36.75
Change
+$0.18 (+0.49%)
Updated
Jul 3 closing price
Net Assets
252.39B
PGPCX
Price
$26.49
Change
+$0.12 (+0.46%)
Updated
Jul 3 closing price
Net Assets
2.2B
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CLBFX vs PGPCX

Header iconCLBFX vs PGPCX Comparison
Open Charts CLBFX vs PGPCXBanner chart's image
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.

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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).
CLBFXPGPCXCLBFX / PGPCX
Total Expense Ratio0.671.6840%
Annual Report Gross Expense Ratio0.671.6840%
Fund Existence23 years26 years-
Gain YTD8.1695.138159%
Front LoadN/AN/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets252B2.2B11,449%
Annual Yield % from dividends1.991.01197%
Returns for 1 year8.026.48124%
Returns for 3 years36.8037.4898%
Returns for 5 years44.4929.79149%
Returns for 10 years81.1465.68124%
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