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CLBFX vs PGELX
CLBFX vs PGELX Comparison
Open Charts CLBFX vs PGELX
American Funds American Balanced 529F
Price$34.88
Change+$0.22 (+0.63%)
VolumeN/A
Net Assets240.18B
George Putnam Balanced R5
Price$26.35
Change+$0.18 (+0.69%)
VolumeN/A
Net Assets2.16B
CLBFX vs PGELX Comparison Chart
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CLBFX vs. PGELX commentary
Jan 19, 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 Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 240B vs. PGELX (2.16B). 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 : 15.55 vs. CLBFX (12.43). CLBFX (32.62) and PGELX (31.09) 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 | 1.958 | 1.346 | 145% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240B | 2.16B | 11,137% |
| Annual Yield % from dividends | 2.39 | 1.29 | 185% |
| Returns for 1 year | 12.43 | 15.55 | 80% |
| Returns for 3 years | 14.37 | 18.92 | 76% |
| Returns for 5 years | 32.62 | 31.09 | 105% |
| Returns for 10 years | 72.52 | 78.72 | 92% |