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CLBAX vs PGELX
CLBAX vs PGELX Comparison
Open Charts CLBAX vs PGELX
American Funds American Balanced 529A
Price$35.25
Change-$0.35 (-0.98%)
VolumeN/A
Net Assets242.17B
George Putnam Balanced R5
Price$26.42
Change-$0.27 (-1.01%)
VolumeN/A
Net Assets2.15B
CLBAX vs PGELX Comparison Chart
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CLBAX vs. PGELX commentary
Feb 23, 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 PGELX is a Buy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 242B 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 : 10.99 vs. CLBAX (9.22). CLBAX (31.74) and PGELX (30.22) 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 | 2.890 | 1.615 | 179% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242B | 2.15B | 11,256% |
| Annual Yield % from dividends | 2.23 | 1.29 | 172% |
| Returns for 1 year | 9.22 | 10.99 | 84% |
| Returns for 3 years | 19.12 | 24.44 | 78% |
| Returns for 5 years | 31.74 | 30.22 | 105% |
| Returns for 10 years | 65.36 | 73.02 | 90% |
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