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CLBFX vs PGEMX
CLBFX vs PGEMX Comparison
Open Charts CLBFX vs PGEMX
American Funds American Balanced 529F
Price$38.68
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets262.74B
George Putnam Balanced M
Price$27.66
Change+$0.06 (+0.22%)
VolumeN/A
Net Assets2.26B
CLBFX vs PGEMX Comparison Chart in %
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CLBFX vs. PGEMX commentary
Nov 20, 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 Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 263B vs. PGEMX (2.27B). CLBFX pays higher dividends than PGEMX: CLBFX (1.86) vs PGEMX (1.36). 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: 97.00 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 : 9.14 vs. PGEMX (7.23). CLBFX return over 5 years is better than : 41.70 vs. PGEMX (26.92).
| 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 | 14.206 | 11.099 | 128% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 2.27B | 11,611% |
| Annual Yield % from dividends | 1.86 | 1.36 | 137% |
| Returns for 1 year | 9.14 | 7.23 | 126% |
| Returns for 3 years | 42.41 | 44.44 | 95% |
| Returns for 5 years | 41.70 | 26.92 | 155% |
| Returns for 10 years | 86.89 | 80.90 | 107% |
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