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CLBFX vs PGELX
CLBFX vs PGELX Comparison
Open Charts CLBFX vs PGELX
American Funds American Balanced 529F
Price$34.14
Change-$0.81 (-2.32%)
VolumeN/A
CapitalizationN/A
George Putnam Balanced R5
Price$26.00
Change-$0.56 (-2.11%)
VolumeN/A
CapitalizationN/A
CLBFX vs PGELX Comparison Chart
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CLBFX vs. PGELX commentary
Dec 19, 2024
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 StrongBuy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 241B 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 : 17.28 vs. CLBFX (12.67). PGELX (35.68) and CLBFX (35.48) have equivalent 5 years return.
| 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 | 11.647 | 16.419 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 241B | 2.15B | 11,220% |
| Annual Yield % from dividends | 2.39 | 1.29 | 185% |
| Returns for 1 year | 12.67 | 17.28 | 73% |
| Returns for 3 years | 13.69 | 17.73 | 77% |
| Returns for 5 years | 35.48 | 35.68 | 99% |
| Returns for 10 years | 61.86 | 78.13 | 79% |
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