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CLBAX vs PGEJX
CLBAX vs PGEJX Comparison
Open Charts CLBAX vs PGEJX
American Funds American Balanced 529A
Price$38.32
Change-$0.16 (-0.42%)
VolumeN/A
Net Assets263.26B
George Putnam Balanced R6
Price$28.26
Change-$0.08 (-0.28%)
VolumeN/A
Net Assets2.29B
CLBAX vs PGEJX Comparison Chart in %
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CLBAX vs. PGEJX commentary
Sep 26, 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: 263B vs. PGEJX (2.29B). 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 annual gain was more profitable for investors over the last year : 8.94 vs. CLBAX (7.84). CLBAX return over 5 years is better than : 45.55 vs. PGEJX (38.96).
| 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 | 12.537 | 11.134 | 113% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 2.29B | 11,475% |
| Annual Yield % from dividends | 1.80 | 1.72 | 105% |
| Returns for 1 year | 7.84 | 8.94 | 88% |
| Returns for 3 years | 50.80 | 56.44 | 90% |
| Returns for 5 years | 45.55 | 38.96 | 117% |
| Returns for 10 years | 95.19 | 106.23 | 90% |
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