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CLBFX vs PGELX
CLBFX vs PGELX Comparison
Open Charts CLBFX vs PGELX
American Funds American Balanced 529F
Price$38.26
Change-$0.17 (-0.44%)
VolumeN/A
Net Assets263.26B
George Putnam Balanced R5
Price$28.56
Change-$0.09 (-0.31%)
VolumeN/A
Net Assets2.29B
CLBFX vs PGELX Comparison Chart in %
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CLBFX vs. PGELX commentary
Sep 26, 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 (2.29B). 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). PGELX annual gain was more profitable for investors over the last year : 8.92 vs. CLBFX (7.92). CLBFX return over 5 years is better than : 46.68 vs. PGELX (38.63).
| 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 | 12.614 | 11.068 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 2.29B | 11,475% |
| Annual Yield % from dividends | 1.94 | 1.62 | 120% |
| Returns for 1 year | 7.92 | 8.92 | 89% |
| Returns for 3 years | 51.39 | 56.16 | 92% |
| Returns for 5 years | 46.68 | 38.63 | 121% |
| Returns for 10 years | 98.98 | 105.85 | 94% |
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