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CLBFX vs PGEJX
CLBFX vs PGEJX Comparison
Open Charts CLBFX vs PGEJX
American Funds American Balanced 529F
Price$33.87
Change-$0.10 (-0.29%)
VolumeN/A
Net Assets232.94B
George Putnam Balanced R6
Price$24.81
Change-$0.10 (-0.40%)
VolumeN/A
Net Assets2.06B
CLBFX vs PGEJX Comparison Chart
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CLBFX vs. PGEJX commentary
Mar 12, 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: 233B vs. PGEJX (2.06B). PGEJX (2.18) and CLBFX (2.08) have matching dividends . CLBFX was incepted earlier than PGEJX: CLBFX (22 years) vs PGEJX (11 years). CLBFX (0.68) is less costly to investors than PGEJX (0.61). CLBFX is a more actively managed with annual turnover of: 171.00 vs. PGEJX (80.00). 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 : 6.55 vs. CLBFX (4.38). CLBFX (43.83) and PGEJX (42.64) have equivalent 5 years return.
| CLBFX | PGEJX | CLBFX / PGEJX | |
| Total Expense Ratio | 0.68 | 0.61 | 111% |
| Annual Report Gross Expense Ratio | 0.68 | 0.61 | 111% |
| Fund Existence | 22 years | 11 years | - |
| Gain YTD | -0.356 | -1.247 | 29% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 233B | 2.06B | 11,327% |
| Annual Yield % from dividends | 2.08 | 2.18 | 95% |
| Returns for 1 year | 4.38 | 6.55 | 67% |
| Returns for 3 years | 17.40 | 23.62 | 74% |
| Returns for 5 years | 43.83 | 42.64 | 103% |
| Returns for 10 years | 67.39 | 71.51 | 94% |