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CLBFX vs PGEJX
CLBFX vs PGEJX Comparison
Open Charts CLBFX vs PGEJX
American Funds American Balanced 529F
Price$38.26
Change-$0.17 (-0.44%)
VolumeN/A
Net Assets263.26B
George Putnam Balanced R6
Price$28.26
Change-$0.08 (-0.28%)
VolumeN/A
Net Assets2.29B
CLBFX vs PGEJX Comparison Chart in %
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CLBFX vs. PGEJX commentary
Sep 26, 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 Hold and PGEJX is a Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 263B vs. PGEJX (2.29B). CLBFX pays higher dividends than PGEJX: CLBFX (1.94) vs PGEJX (1.72). CLBFX was incepted earlier than PGEJX: CLBFX (23 years) vs PGEJX (12 years). CLBFX (0.67) is less costly to investors than PGEJX (0.61). PGEJX is a more actively managed with annual turnover of: 80.00 vs. CLBFX (44.00). 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 : 8.94 vs. CLBFX (7.92). CLBFX return over 5 years is better than : 46.68 vs. PGEJX (38.96).
| CLBFX | PGEJX | CLBFX / PGEJX | |
| Total Expense Ratio | 0.67 | 0.61 | 110% |
| Annual Report Gross Expense Ratio | 0.67 | 0.61 | 110% |
| Fund Existence | 23 years | 12 years | - |
| Gain YTD | 12.614 | 11.134 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 2.29B | 11,475% |
| Annual Yield % from dividends | 1.94 | 1.72 | 113% |
| Returns for 1 year | 7.92 | 8.94 | 89% |
| Returns for 3 years | 51.39 | 56.44 | 91% |
| Returns for 5 years | 46.68 | 38.96 | 120% |
| Returns for 10 years | 98.98 | 106.23 | 93% |
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