Interact to see
Advertisement
Advertisement
CLBFX vs PGELX
CLBFX vs PGELX Comparison
Open Charts CLBFX vs PGELX
American Funds American Balanced 529F
Price$38.68
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets262.74B
George Putnam Balanced R5
Price$28.72
Change+$0.06 (+0.21%)
VolumeN/A
Net Assets2.26B
CLBFX vs PGELX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CLBFX vs. PGELX commentary
Nov 20, 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 Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 263B vs. PGELX (2.27B). PGELX (1.93) and CLBFX (1.86) have matching dividends . CLBFX was incepted earlier than PGELX: CLBFX (23 years) vs PGELX (12 years). PGELX (0.71) is less costly to investors than CLBFX (0.67). PGELX is a more actively managed with annual turnover of: 97.00 vs. CLBFX (44.00). 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 : 9.14 vs. PGELX (8.08). CLBFX return over 5 years is better than : 41.70 vs. PGELX (32.47).
| CLBFX | PGELX | CLBFX / PGELX | |
| Total Expense Ratio | 0.67 | 0.71 | 94% |
| Annual Report Gross Expense Ratio | 0.67 | 0.71 | 94% |
| Fund Existence | 23 years | 12 years | - |
| Gain YTD | 14.206 | 11.779 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 2.27B | 11,611% |
| Annual Yield % from dividends | 1.86 | 1.93 | 96% |
| Returns for 1 year | 9.14 | 8.08 | 113% |
| Returns for 3 years | 42.41 | 47.85 | 89% |
| Returns for 5 years | 41.70 | 32.47 | 128% |
| Returns for 10 years | 86.89 | 94.66 | 92% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement