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CLBAX vs PGELX
CLBAX vs PGELX Comparison
Open Charts CLBAX vs PGELX
American Funds American Balanced 529A
Price$34.19
Change-$0.81 (-2.31%)
VolumeN/A
CapitalizationN/A
George Putnam Balanced R5
Price$26.00
Change-$0.56 (-2.11%)
VolumeN/A
CapitalizationN/A
CLBAX vs PGELX Comparison Chart
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CLBAX vs. PGELX commentary
Dec 19, 2024
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 PGELX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 241B vs. PGELX (2.15B). CLBAX pays higher dividends than PGELX: CLBAX (2.23) vs PGELX (1.29). CLBAX was incepted earlier than PGELX: CLBAX (23 years) vs PGELX (11 years). CLBAX is a more actively managed with annual turnover of: 171.00 vs. PGELX (47.00). PGELX has a lower initial minimum investment than CLBAX: PGELX (0) vs CLBAX (250). PGELX annual gain was more profitable for investors over the last year : 17.28 vs. CLBAX (12.51). PGELX (35.68) and CLBAX (34.39) have equivalent 5 years return.
| CLBAX | PGELX | CLBAX / PGELX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 11 years | - |
| Gain YTD | 11.523 | 16.419 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 241B | 2.15B | 11,220% |
| Annual Yield % from dividends | 2.23 | 1.29 | 172% |
| Returns for 1 year | 12.51 | 17.28 | 72% |
| Returns for 3 years | 13.21 | 17.73 | 75% |
| Returns for 5 years | 34.39 | 35.68 | 96% |
| Returns for 10 years | 58.66 | 78.13 | 75% |
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