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CLBAX vs PGEJX
CLBAX vs PGEJX Comparison
Open Charts CLBAX vs PGEJX
American Funds American Balanced 529A
Price$34.19
Change-$0.81 (-2.31%)
VolumeN/A
CapitalizationN/A
George Putnam Balanced R6
Price$25.72
Change-$0.56 (-2.13%)
VolumeN/A
CapitalizationN/A
CLBAX vs PGEJX Comparison Chart
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CLBAX vs. PGEJX commentary
Dec 19, 2024
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 CLBAX is a StrongBuy and PGEJX is a Hold.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 241B vs. PGEJX (2.15B). CLBAX pays higher dividends than PGEJX: CLBAX (2.23) vs PGEJX (1.39). CLBAX was incepted earlier than PGEJX: CLBAX (23 years) vs PGEJX (11 years). CLBAX is a more actively managed with annual turnover of: 171.00 vs. PGEJX (47.00). PGEJX has a lower initial minimum investment than CLBAX: PGEJX (0) vs CLBAX (250). PGEJX annual gain was more profitable for investors over the last year : 14.35 vs. CLBAX (12.51). CLBAX (34.39) and PGEJX (32.81) have equivalent 5 years return.
| CLBAX | PGEJX | CLBAX / PGEJX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 11 years | - |
| Gain YTD | 11.523 | 13.998 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 241B | 2.15B | 11,220% |
| Annual Yield % from dividends | 2.23 | 1.39 | 160% |
| Returns for 1 year | 12.51 | 14.35 | 87% |
| Returns for 3 years | 13.21 | 15.42 | 86% |
| Returns for 5 years | 34.39 | 32.81 | 105% |
| Returns for 10 years | 58.66 | 74.70 | 79% |
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