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CLBFX vs PGPRX
CLBFX vs PGPRX Comparison
Open Charts CLBFX vs PGPRX
American Funds American Balanced 529F
Price$37.32
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
George Putnam Balanced R
Price$27.31
Change-$0.06 (-0.22%)
VolumeN/A
Net Assets2.24B
CLBFX vs PGPRX Comparison Chart in %
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CLBFX vs. PGPRX commentary
Aug 18, 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 PGPRX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 256B vs. PGPRX (2.24B). CLBFX pays higher dividends than PGPRX: CLBFX (1.97) vs PGPRX (1.57). CLBFX was incepted earlier than PGPRX: CLBFX (23 years) vs PGPRX (23 years). PGPRX (1.18) is less costly to investors than CLBFX (0.67). PGPRX is a more actively managed with annual turnover of: 80.00 vs. CLBFX (44.00). PGPRX has a lower initial minimum investment than CLBFX: PGPRX (0) vs CLBFX (250). PGPRX annual gain was more profitable for investors over the last year : 8.79 vs. CLBFX (8.11). CLBFX return over 5 years is better than : 40.98 vs. PGPRX (29.72).
| CLBFX | PGPRX | CLBFX / PGPRX | |
| Total Expense Ratio | 0.67 | 1.18 | 57% |
| Annual Report Gross Expense Ratio | 0.67 | 1.18 | 57% |
| Fund Existence | 23 years | 23 years | - |
| Gain YTD | 9.847 | 7.841 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 2.24B | 11,434% |
| Annual Yield % from dividends | 1.97 | 1.57 | 125% |
| Returns for 1 year | 8.11 | 8.79 | 92% |
| Returns for 3 years | 31.15 | 31.92 | 98% |
| Returns for 5 years | 40.98 | 29.72 | 138% |
| Returns for 10 years | 82.32 | 76.31 | 108% |
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