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CLBAX vs PGEJX
CLBAX vs PGEJX Comparison
Open Charts CLBAX vs PGEJX
American Funds American Balanced 529A
Price$37.46
Change-$0.02 (-0.05%)
VolumeN/A
Net Assets256.44B
George Putnam Balanced R6
Price$27.67
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets2.25B
CLBAX vs PGEJX Comparison Chart in %
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CLBAX vs. PGEJX commentary
Aug 15, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 256B vs. PGEJX (2.25B). PGEJX pays higher dividends than CLBAX: PGEJX (2.12) vs CLBAX (1.82). 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 annual gain was more profitable for investors over the last year : 10.69 vs. CLBAX (9.21). CLBAX return over 5 years is better than : 40.16 vs. PGEJX (34.04).
| 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 | 10.011 | 8.507 | 118% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 2.25B | 11,403% |
| Annual Yield % from dividends | 1.82 | 2.12 | 86% |
| Returns for 1 year | 9.21 | 10.69 | 86% |
| Returns for 3 years | 30.96 | 34.69 | 89% |
| Returns for 5 years | 40.16 | 34.04 | 118% |
| Returns for 10 years | 78.92 | 86.16 | 92% |
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