Ad is loading...
CLBFX vs PGELX
CLBFX vs PGELX Comparison
Open Charts CLBFX vs PGELX
American Funds American Balanced 529F
Price$35.20
Change-$0.36 (-1.01%)
VolumeN/A
Net Assets242.17B
George Putnam Balanced R5
Price$26.42
Change-$0.27 (-1.01%)
VolumeN/A
Net Assets2.15B
CLBFX vs PGELX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CLBFX vs. PGELX commentary
Feb 23, 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 PGELX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 242B vs. PGELX (2.15B). CLBFX pays higher dividends than PGELX: CLBFX (2.39) vs PGELX (1.29). CLBFX was incepted earlier than PGELX: CLBFX (22 years) vs PGELX (11 years). CLBFX is a more actively managed with annual turnover of: 171.00 vs. PGELX (47.00). PGELX has a lower initial minimum investment than CLBFX: PGELX (0) vs CLBFX (250). PGELX annual gain was more profitable for investors over the last year : 10.99 vs. CLBFX (9.36). CLBFX return over 5 years is better than : 32.87 vs. PGELX (30.22).
| CLBFX | PGELX | CLBFX / PGELX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 11 years | - |
| Gain YTD | 2.894 | 1.615 | 179% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242B | 2.15B | 11,256% |
| Annual Yield % from dividends | 2.39 | 1.29 | 185% |
| Returns for 1 year | 9.36 | 10.99 | 85% |
| Returns for 3 years | 19.64 | 24.44 | 80% |
| Returns for 5 years | 32.87 | 30.22 | 109% |
| Returns for 10 years | 68.67 | 73.02 | 94% |
View a ticker or compare two or three
VS
VS
Ad is loading...