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CLBFX vs PGELX
CLBFX vs PGELX Comparison
Open Charts CLBFX vs PGELX
American Funds American Balanced 529F
Price$38.87
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.62B
George Putnam Balanced R5
Price$28.90
Change+$0.09 (+0.31%)
VolumeN/A
Net Assets2.31B
CLBFX vs PGELX Comparison Chart in %
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CLBFX vs. PGELX commentary
Oct 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: 266B vs. PGELX (2.32B). CLBFX pays higher dividends than PGELX: CLBFX (1.89) vs PGELX (1.58). 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). PGELX (8.85) and CLBFX (8.84) have marching annual gain over last year. CLBFX return over 5 years is better than : 45.11 vs. PGELX (35.11).
| 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 | 14.767 | 12.038 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 2.32B | 11,490% |
| Annual Yield % from dividends | 1.89 | 1.58 | 120% |
| Returns for 1 year | 8.84 | 8.85 | 100% |
| Returns for 3 years | 52.03 | 55.42 | 94% |
| Returns for 5 years | 45.11 | 35.11 | 129% |
| Returns for 10 years | 91.64 | 97.68 | 94% |
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