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CLBFX vs PGEMX
CLBFX vs PGEMX Comparison
Open Charts CLBFX vs PGEMX
American Funds American Balanced 529F
Price$33.35
Change+$1.62 (+5.11%)
VolumeN/A
Net Assets217.49B
George Putnam Balanced M
Price$23.77
Change+$1.24 (+5.50%)
VolumeN/A
Net Assets1.89B
CLBFX vs PGEMX Comparison Chart
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CLBFX vs. PGEMX commentary
Apr 11, 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: 217B vs. PGEMX (1.89B). CLBFX pays higher dividends than PGEMX: CLBFX (2.14) vs PGEMX (1.52). CLBFX was incepted earlier than PGEMX: CLBFX (23 years) vs PGEMX (30 years). PGEMX (1.43) is less costly to investors than CLBFX (0.68). CLBFX is a more actively managed with annual turnover of: 171.00 vs. PGEMX (80.00). 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 : -3.46 vs. PGEMX (-4.45). CLBFX return over 5 years is better than : 32.93 vs. PGEMX (24.12).
| CLBFX | PGEMX | CLBFX / PGEMX | |
| Total Expense Ratio | 0.68 | 1.43 | 48% |
| Annual Report Gross Expense Ratio | 0.68 | 1.43 | 48% |
| Fund Existence | 23 years | 30 years | - |
| Gain YTD | -6.926 | -9.918 | 70% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 217B | 1.89B | 11,500% |
| Annual Yield % from dividends | 2.14 | 1.52 | 141% |
| Returns for 1 year | -3.46 | -4.45 | 78% |
| Returns for 3 years | 6.59 | 7.29 | 90% |
| Returns for 5 years | 32.93 | 24.12 | 137% |
| Returns for 10 years | 54.04 | 42.64 | 127% |
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