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CLBAX vs PGELX
CLBAX vs PGELX Comparison
Open Charts CLBAX vs PGELX
American Funds American Balanced 529A
Price$34.93
Change+$0.22 (+0.63%)
VolumeN/A
Net Assets240.18B
George Putnam Balanced R5
Price$26.35
Change+$0.18 (+0.69%)
VolumeN/A
Net Assets2.16B
CLBAX vs PGELX Comparison Chart
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CLBAX vs. PGELX commentary
Jan 19, 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 Hold.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 240B vs. PGELX (2.16B). 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 : 15.55 vs. CLBAX (12.29). CLBAX (31.49) and PGELX (31.09) 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 | 1.956 | 1.346 | 145% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240B | 2.16B | 11,137% |
| Annual Yield % from dividends | 2.23 | 1.29 | 172% |
| Returns for 1 year | 12.29 | 15.55 | 79% |
| Returns for 3 years | 13.84 | 18.92 | 73% |
| Returns for 5 years | 31.49 | 31.09 | 101% |
| Returns for 10 years | 69.06 | 78.72 | 88% |