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CLBFX vs PGEMX
CLBFX vs PGEMX Comparison
Open Charts CLBFX vs PGEMX
American Funds American Balanced 529F
Price$38.80
Change-$0.09 (-0.23%)
VolumeN/A
Net Assets266.1B
George Putnam Balanced M
Price$27.82
Change-$0.05 (-0.18%)
VolumeN/A
Net Assets2.32B
CLBFX vs PGEMX Comparison Chart in %
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CLBFX vs. PGEMX commentary
Oct 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 Hold and PGEMX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 266B vs. PGEMX (2.32B). CLBFX pays higher dividends than PGEMX: CLBFX (1.89) vs PGEMX (1.09). 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 : 10.12 vs. PGEMX (9.33). CLBFX return over 5 years is better than : 45.45 vs. PGEMX (30.46).
| 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 | 14.560 | 11.411 | 128% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 2.32B | 11,470% |
| Annual Yield % from dividends | 1.89 | 1.09 | 173% |
| Returns for 1 year | 10.12 | 9.33 | 108% |
| Returns for 3 years | 52.59 | 53.14 | 99% |
| Returns for 5 years | 45.45 | 30.46 | 149% |
| Returns for 10 years | 92.94 | 84.63 | 110% |
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