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CLBAX vs PGEJX
CLBAX vs PGEJX Comparison
Open Charts CLBAX vs PGEJX
American Funds American Balanced 529A
Price$35.32
Change+$0.24 (+0.68%)
VolumeN/A
Net Assets241.03B
George Putnam Balanced R6
Price$26.34
Change+$0.10 (+0.38%)
VolumeN/A
Net Assets2.16B
CLBAX vs PGEJX Comparison Chart
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CLBAX vs. PGEJX commentary
Jan 31, 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: 241B vs. PGEJX (2.16B). 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 : 15.00 vs. CLBAX (12.06). CLBAX (35.53) and PGEJX (35.10) 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 | 3.094 | 2.411 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 241B | 2.16B | 11,157% |
| Annual Yield % from dividends | 2.23 | 1.39 | 160% |
| Returns for 1 year | 12.06 | 15.00 | 80% |
| Returns for 3 years | 16.18 | 20.83 | 78% |
| Returns for 5 years | 35.53 | 35.10 | 101% |
| Returns for 10 years | 70.80 | 80.07 | 88% |