CLBFX
Price
$37.88
Change
+$0.20 (+0.53%)
Updated
Sep 5 closing price
Net Assets
257.73B
PGELX
Price
$28.10
Change
+$0.21 (+0.75%)
Updated
Sep 4 closing price
Net Assets
2.25B
Interact to see
Advertisement

CLBFX vs PGELX

Header iconCLBFX vs PGELX Comparison
Open Charts CLBFX vs PGELXBanner chart's image
American Funds American Balanced 529F
Price$37.88
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets257.73B
George Putnam Balanced R5
Price$28.10
Change+$0.21 (+0.75%)
VolumeN/A
Net Assets2.25B
CLBFX vs PGELX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
CLBFX vs. PGELX commentary
Sep 06, 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.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 258B vs. PGELX (2.25B). CLBFX pays higher dividends than PGELX: CLBFX (1.94) vs PGELX (1.62). 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: 80.00 vs. CLBFX (44.00). PGELX has a lower initial minimum investment than CLBFX: PGELX (0) vs CLBFX (250). CLBFX (10.11) and PGELX (10.08) have marching annual gain over last year. CLBFX return over 5 years is better than : 42.70 vs. PGELX (33.01).
CLBFXPGELXCLBFX / PGELX
Total Expense Ratio0.670.7194%
Annual Report Gross Expense Ratio0.670.7194%
Fund Existence23 years12 years-
Gain YTD11.4958.936129%
Front LoadN/AN/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets258B2.25B11,456%
Annual Yield % from dividends1.941.62120%
Returns for 1 year10.1110.08100%
Returns for 3 years41.6544.8793%
Returns for 5 years42.7033.01129%
Returns for 10 years92.1894.9097%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
HAGAX76.64N/A
N/A
Carillon Eagle Mid Cap Growth A
ULPIX155.69N/A
N/A
ProFunds UltraBull Inv
RYZAX114.71N/A
N/A
Rydex S&P 500 Pure Value H
SLGAX16.25N/A
N/A
SEI Large Cap F (SIMT)
ARYEX26.44N/A
N/A
American Century Real Estate Y