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CLBAX vs PGEJX
CLBAX vs PGEJX Comparison
Open Charts CLBAX vs PGEJX
American Funds American Balanced 529A
Price$33.92
Change-$0.10 (-0.29%)
VolumeN/A
Net Assets232.94B
George Putnam Balanced R6
Price$24.81
Change-$0.10 (-0.40%)
VolumeN/A
Net Assets2.06B
CLBAX vs PGEJX Comparison Chart
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CLBAX vs. PGEJX commentary
Mar 12, 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: 233B vs. PGEJX (2.06B). PGEJX pays higher dividends than CLBAX: PGEJX (2.18) vs CLBAX (1.92). CLBAX was incepted earlier than PGEJX: CLBAX (23 years) vs PGEJX (11 years). PGEJX (0.61) and CLBAX (0.60) have similar cost to investors . CLBAX is a more actively managed with annual turnover of: 171.00 vs. PGEJX (80.00). 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 : 6.55 vs. CLBAX (4.22). PGEJX (42.64) and CLBAX (42.60) have equivalent 5 years return.
| CLBAX | PGEJX | CLBAX / PGEJX | |
| Total Expense Ratio | 0.60 | 0.61 | 98% |
| Annual Report Gross Expense Ratio | 0.60 | 0.61 | 98% |
| Fund Existence | 23 years | 11 years | - |
| Gain YTD | -0.391 | -1.247 | 31% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 233B | 2.06B | 11,327% |
| Annual Yield % from dividends | 1.92 | 2.18 | 88% |
| Returns for 1 year | 4.22 | 6.55 | 64% |
| Returns for 3 years | 16.85 | 23.62 | 71% |
| Returns for 5 years | 42.60 | 42.64 | 100% |
| Returns for 10 years | 64.07 | 71.51 | 90% |
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