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CLBFX vs PGEJX
CLBFX vs PGEJX Comparison
Open Charts CLBFX vs PGEJX
American Funds American Balanced 529F
Price$35.28
Change+$0.24 (+0.68%)
VolumeN/A
Net Assets241.03B
George Putnam Balanced R6
Price$26.34
Change+$0.10 (+0.38%)
VolumeN/A
Net Assets2.16B
CLBFX vs PGEJX Comparison Chart
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CLBFX vs. PGEJX commentary
Jan 31, 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 CLBFX is a Buy and PGEJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 241B vs. PGEJX (2.16B). 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 : 15.00 vs. CLBFX (12.27). CLBFX (36.74) and PGEJX (35.10) have equivalent 5 years return.
| 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 | 3.128 | 2.411 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 241B | 2.16B | 11,157% |
| Annual Yield % from dividends | 2.39 | 1.39 | 172% |
| Returns for 1 year | 12.27 | 15.00 | 82% |
| Returns for 3 years | 16.76 | 20.83 | 80% |
| Returns for 5 years | 36.74 | 35.10 | 105% |
| Returns for 10 years | 74.28 | 80.07 | 93% |