Ad is loading...
CLBFX vs PGEJX
CLBFX vs PGEJX Comparison
Open Charts CLBFX vs PGEJX
American Funds American Balanced 529F
Price$34.14
Change-$0.81 (-2.32%)
VolumeN/A
CapitalizationN/A
George Putnam Balanced R6
Price$25.72
Change-$0.56 (-2.13%)
VolumeN/A
CapitalizationN/A
CLBFX vs PGEJX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CLBFX vs. PGEJX 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 CLBFX is a StrongBuy and PGEJX is a Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 241B vs. PGEJX (2.15B). CLBFX pays higher dividends than PGEJX: CLBFX (2.39) vs PGEJX (1.39). CLBFX was incepted earlier than PGEJX: CLBFX (22 years) vs PGEJX (11 years). CLBFX is a more actively managed with annual turnover of: 171.00 vs. PGEJX (47.00). PGEJX has a lower initial minimum investment than CLBFX: PGEJX (0) vs CLBFX (250). PGEJX annual gain was more profitable for investors over the last year : 14.35 vs. CLBFX (12.67). CLBFX return over 5 years is better than : 35.48 vs. PGEJX (32.81).
| CLBFX | PGEJX | CLBFX / PGEJX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 11 years | - |
| Gain YTD | 11.647 | 13.998 | 83% |
| 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 | 2.39 | 1.39 | 172% |
| Returns for 1 year | 12.67 | 14.35 | 88% |
| Returns for 3 years | 13.69 | 15.42 | 89% |
| Returns for 5 years | 35.48 | 32.81 | 108% |
| Returns for 10 years | 61.86 | 74.70 | 83% |
View a ticker or compare two or three
VS
VS
Ad is loading...