Interact to see
Advertisement
Advertisement
CLBFX vs PGEMX
CLBFX vs PGEMX Comparison
Open Charts CLBFX vs PGEMX
American Funds American Balanced 529F
Price$37.04
Change+$0.12 (+0.33%)
VolumeN/A
Net Assets252.99B
George Putnam Balanced M
Price$26.72
Change+$0.13 (+0.49%)
VolumeN/A
Net Assets2.22B
CLBFX vs PGEMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CLBFX vs. PGEMX commentary
Aug 09, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 253B vs. PGEMX (2.22B). CLBFX pays higher dividends than PGEMX: CLBFX (1.97) vs PGEMX (1.34). 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). PGEMX (10.38) and CLBFX (10.27) have marching annual gain over last year. CLBFX return over 5 years is better than : 39.97 vs. PGEMX (26.42).
| 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 | 9.023 | 6.485 | 139% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 253B | 2.22B | 11,422% |
| Annual Yield % from dividends | 1.97 | 1.34 | 148% |
| Returns for 1 year | 10.27 | 10.38 | 99% |
| Returns for 3 years | 33.41 | 33.08 | 101% |
| Returns for 5 years | 39.97 | 26.42 | 151% |
| Returns for 10 years | 80.95 | 71.08 | 114% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement