Interact to see
Advertisement
Advertisement
CLBFX vs PGEMX
CLBFX vs PGEMX Comparison
Open Charts CLBFX vs PGEMX
American Funds American Balanced 529F
Price$38.49
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets263.25B
George Putnam Balanced M
Price$27.56
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets2.29B
CLBFX vs PGEMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CLBFX vs. PGEMX commentary
Sep 17, 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 PGEMX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 263B vs. PGEMX (2.3B). CLBFX pays higher dividends than PGEMX: CLBFX (1.94) vs PGEMX (1.12). CLBFX was incepted earlier than PGEMX: CLBFX (23 years) vs PGEMX (31 years). PGEMX (1.43) is less costly to investors than CLBFX (0.67). PGEMX is a more actively managed with annual turnover of: 80.00 vs. CLBFX (44.00). PGEMX has a lower initial minimum investment than CLBFX: PGEMX (0) vs CLBFX (250). CLBFX annual gain was more profitable for investors over the last year : 9.63 vs. PGEMX (8.69). CLBFX return over 5 years is better than : 45.52 vs. PGEMX (31.33).
| CLBFX | PGEMX | CLBFX / PGEMX | |
| Total Expense Ratio | 0.67 | 1.43 | 47% |
| Annual Report Gross Expense Ratio | 0.67 | 1.43 | 47% |
| Fund Existence | 23 years | 31 years | - |
| Gain YTD | 13.291 | 10.370 | 128% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 2.3B | 11,460% |
| Annual Yield % from dividends | 1.94 | 1.12 | 173% |
| Returns for 1 year | 9.63 | 8.69 | 111% |
| Returns for 3 years | 44.61 | 45.18 | 99% |
| Returns for 5 years | 45.52 | 31.33 | 145% |
| Returns for 10 years | 95.71 | 84.83 | 113% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers