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CLBFX vs PGPRX
CLBFX vs PGPRX Comparison
Open Charts CLBFX vs PGPRX
American Funds American Balanced 529F
Price$37.88
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets259.11B
George Putnam Balanced R
Price$27.48
Change-$0.01 (-0.04%)
VolumeN/A
Net Assets2.25B
CLBFX vs PGPRX Comparison Chart in %
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CLBFX vs. PGPRX commentary
Sep 08, 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: 259B vs. PGPRX (2.25B). CLBFX pays higher dividends than PGPRX: CLBFX (1.94) vs PGPRX (1.31). 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). CLBFX annual gain was more profitable for investors over the last year : 10.11 vs. PGPRX (9.43). CLBFX return over 5 years is better than : 42.70 vs. PGPRX (29.27).
| 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 | 11.495 | 8.513 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259B | 2.25B | 11,506% |
| Annual Yield % from dividends | 1.94 | 1.31 | 149% |
| Returns for 1 year | 10.11 | 9.43 | 107% |
| Returns for 3 years | 41.65 | 42.47 | 98% |
| Returns for 5 years | 42.70 | 29.27 | 146% |
| Returns for 10 years | 92.18 | 84.70 | 109% |