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CLBFX vs PGELX
CLBFX vs PGELX Comparison
Open Charts CLBFX vs PGELX
American Funds American Balanced 529F
Price$33.35
Change+$1.62 (+5.11%)
VolumeN/A
Net Assets217.49B
George Putnam Balanced R5
Price$24.66
Change+$1.29 (+5.52%)
VolumeN/A
Net Assets1.99B
CLBFX vs PGELX Comparison Chart
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CLBFX vs. PGELX commentary
Apr 11, 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 PGELX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 217B vs. PGELX (1.99B). PGELX (2.15) and CLBFX (2.14) have matching dividends . CLBFX was incepted earlier than PGELX: CLBFX (23 years) vs PGELX (11 years). PGELX (0.71) and CLBFX (0.68) have similar cost to investors . CLBFX is a more actively managed with annual turnover of: 171.00 vs. PGELX (80.00). PGELX has a lower initial minimum investment than CLBFX: PGELX (0) vs CLBFX (250). CLBFX annual gain was more profitable for investors over the last year : -3.46 vs. PGELX (-3.68). CLBFX return over 5 years is better than : 32.93 vs. PGELX (29.56).
| CLBFX | PGELX | CLBFX / PGELX | |
| Total Expense Ratio | 0.68 | 0.71 | 96% |
| Annual Report Gross Expense Ratio | 0.68 | 0.71 | 96% |
| Fund Existence | 23 years | 11 years | - |
| Gain YTD | -6.926 | -9.752 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 217B | 1.99B | 10,905% |
| Annual Yield % from dividends | 2.14 | 2.15 | 99% |
| Returns for 1 year | -3.46 | -3.68 | 94% |
| Returns for 3 years | 6.59 | 9.93 | 66% |
| Returns for 5 years | 32.93 | 29.56 | 111% |
| Returns for 10 years | 54.04 | 53.50 | 101% |
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