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CLBAX vs PGELX
CLBAX vs PGELX Comparison
Open Charts CLBAX vs PGELX
American Funds American Balanced 529A
Price$33.40
Change+$1.62 (+5.10%)
VolumeN/A
Net Assets219.52B
George Putnam Balanced R5
Price$24.66
Change+$1.29 (+5.52%)
VolumeN/A
Net Assets1.99B
CLBAX vs PGELX Comparison Chart
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CLBAX vs. PGELX commentary
Apr 11, 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 PGELX is a Buy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 220B vs. PGELX (1.99B). PGELX pays higher dividends than CLBAX: PGELX (2.15) vs CLBAX (1.98). CLBAX was incepted earlier than PGELX: CLBAX (23 years) vs PGELX (11 years). PGELX (0.71) is less costly to investors than CLBAX (0.60). CLBAX is a more actively managed with annual turnover of: 171.00 vs. PGELX (80.00). PGELX has a lower initial minimum investment than CLBAX: PGELX (0) vs CLBAX (250). CLBAX (-3.59) and PGELX (-3.68) have marching annual gain over last year. CLBAX return over 5 years is better than : 31.84 vs. PGELX (29.56).
| CLBAX | PGELX | CLBAX / PGELX | |
| Total Expense Ratio | 0.60 | 0.71 | 85% |
| Annual Report Gross Expense Ratio | 0.60 | 0.71 | 85% |
| Fund Existence | 23 years | 11 years | - |
| Gain YTD | -6.950 | -9.752 | 71% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 220B | 1.99B | 11,055% |
| Annual Yield % from dividends | 1.98 | 2.15 | 92% |
| Returns for 1 year | -3.59 | -3.68 | 97% |
| Returns for 3 years | 6.11 | 9.93 | 62% |
| Returns for 5 years | 31.84 | 29.56 | 108% |
| Returns for 10 years | 51.06 | 53.50 | 95% |
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