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CLBAX vs PGEJX
CLBAX vs PGEJX Comparison
Open Charts CLBAX vs PGEJX
American Funds American Balanced 529A
Price$38.62
Change-$0.16 (-0.41%)
VolumeN/A
Net Assets263.89B
George Putnam Balanced R6
Price$28.35
Change-$0.16 (-0.56%)
VolumeN/A
Net Assets2.28B
CLBAX vs PGEJX Comparison Chart in %
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CLBAX vs. PGEJX commentary
Nov 20, 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 CLBAX is a Hold and PGEJX is a Hold.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 264B vs. PGEJX (2.28B). PGEJX pays higher dividends than CLBAX: PGEJX (2.04) vs CLBAX (1.73). CLBAX was incepted earlier than PGEJX: CLBAX (24 years) vs PGEJX (12 years). PGEJX (0.61) is less costly to investors than CLBAX (0.58). PGEJX is a more actively managed with annual turnover of: 97.00 vs. CLBAX (44.00). PGEJX has a lower initial minimum investment than CLBAX: PGEJX (0) vs CLBAX (250). CLBAX annual gain was more profitable for investors over the last year : 8.81 vs. PGEJX (8.37). CLBAX return over 5 years is better than : 39.86 vs. PGEJX (32.15).
| CLBAX | PGEJX | CLBAX / PGEJX | |
| Total Expense Ratio | 0.58 | 0.61 | 95% |
| Annual Report Gross Expense Ratio | 0.58 | 0.61 | 95% |
| Fund Existence | 24 years | 12 years | - |
| Gain YTD | 13.743 | 11.638 | 118% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 264B | 2.28B | 11,589% |
| Annual Yield % from dividends | 1.73 | 2.04 | 85% |
| Returns for 1 year | 8.81 | 8.37 | 105% |
| Returns for 3 years | 41.33 | 47.82 | 86% |
| Returns for 5 years | 39.86 | 32.15 | 124% |
| Returns for 10 years | 82.79 | 94.54 | 88% |
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