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CLBAX vs PGEJX
CLBAX vs PGEJX Comparison
Open Charts CLBAX vs PGEJX
American Funds American Balanced 529A
Price$37.92
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets257.73B
George Putnam Balanced R6
Price$27.80
Change+$0.20 (+0.72%)
VolumeN/A
Net Assets2.25B
CLBAX vs PGEJX Comparison Chart in %
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CLBAX vs. PGEJX commentary
Sep 06, 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 Buy and PGEJX is a Buy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 258B vs. PGEJX (2.25B). CLBAX (1.80) and PGEJX (1.72) have matching dividends . 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: 80.00 vs. CLBAX (44.00). PGEJX has a lower initial minimum investment than CLBAX: PGEJX (0) vs CLBAX (250). PGEJX (10.15) and CLBAX (9.95) have marching annual gain over last year. CLBAX return over 5 years is better than : 41.54 vs. PGEJX (33.32).
| 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 | 11.362 | 9.017 | 126% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 258B | 2.25B | 11,456% |
| Annual Yield % from dividends | 1.80 | 1.72 | 105% |
| Returns for 1 year | 9.95 | 10.15 | 98% |
| Returns for 3 years | 40.92 | 45.14 | 91% |
| Returns for 5 years | 41.54 | 33.32 | 125% |
| Returns for 10 years | 88.47 | 95.29 | 93% |