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CLBFX vs PGEJX
CLBFX vs PGEJX Comparison
Open Charts CLBFX vs PGEJX
American Funds American Balanced 529F
Price$37.41
Change-$0.03 (-0.08%)
VolumeN/A
Net Assets256.44B
George Putnam Balanced R6
Price$27.67
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets2.25B
CLBFX vs PGEJX Comparison Chart in %
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CLBFX vs. PGEJX commentary
Aug 15, 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: 256B vs. PGEJX (2.25B). PGEJX pays higher dividends than CLBFX: PGEJX (2.12) vs CLBFX (1.97). 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 : 10.69 vs. CLBFX (9.37). CLBFX return over 5 years is better than : 41.32 vs. PGEJX (34.04).
| 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 | 10.112 | 8.507 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 2.25B | 11,403% |
| Annual Yield % from dividends | 1.97 | 2.12 | 93% |
| Returns for 1 year | 9.37 | 10.69 | 88% |
| Returns for 3 years | 31.59 | 34.69 | 91% |
| Returns for 5 years | 41.32 | 34.04 | 121% |
| Returns for 10 years | 82.47 | 86.16 | 96% |
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