Interact to see
Advertisement
Advertisement
CLBFX vs PGPCX
CLBFX vs PGPCX Comparison
Open Charts CLBFX vs PGPCX
American Funds American Balanced 529F
Price$37.07
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets254.37B
George Putnam Balanced C
Price$26.74
Change+$0.09 (+0.34%)
VolumeN/A
Net Assets2.22B
CLBFX vs PGPCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CLBFX vs. PGPCX commentary
Jul 28, 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: 254B vs. PGPCX (2.22B). 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 : 10.40 vs. PGPCX (9.23). CLBFX return over 5 years is better than : 42.59 vs. PGPCX (28.42).
| 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 | 9.111 | 6.225 | 146% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 2.22B | 11,462% |
| Annual Yield % from dividends | 1.99 | 1.01 | 197% |
| Returns for 1 year | 10.40 | 9.23 | 113% |
| Returns for 3 years | 36.42 | 36.40 | 100% |
| Returns for 5 years | 42.59 | 28.42 | 150% |
| Returns for 10 years | 81.10 | 66.41 | 122% |