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CLBFX vs PGEMX
CLBFX vs PGEMX Comparison
Open Charts CLBFX vs PGEMX
American Funds American Balanced 529F
Price$34.88
Change+$0.22 (+0.63%)
VolumeN/A
Net Assets240.18B
George Putnam Balanced M
Price$25.40
Change+$0.17 (+0.67%)
VolumeN/A
Net Assets2.16B
CLBFX vs PGEMX Comparison Chart
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CLBFX vs. PGEMX commentary
Jan 19, 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 Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 240B vs. PGEMX (2.16B). CLBFX pays higher dividends than PGEMX: CLBFX (2.39) vs PGEMX (0.70). CLBFX was incepted earlier than PGEMX: CLBFX (22 years) vs PGEMX (30 years). CLBFX is a more actively managed with annual turnover of: 171.00 vs. PGEMX (47.00). PGEMX has a lower initial minimum investment than CLBFX: PGEMX (0) vs CLBFX (250). PGEMX annual gain was more profitable for investors over the last year : 14.58 vs. CLBFX (12.43). CLBFX return over 5 years is better than : 32.62 vs. PGEMX (25.52).
| CLBFX | PGEMX | CLBFX / PGEMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 30 years | - |
| Gain YTD | 1.958 | 1.316 | 149% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240B | 2.16B | 11,137% |
| Annual Yield % from dividends | 2.39 | 0.70 | 343% |
| Returns for 1 year | 12.43 | 14.58 | 85% |
| Returns for 3 years | 14.37 | 16.03 | 90% |
| Returns for 5 years | 32.62 | 25.52 | 128% |
| Returns for 10 years | 72.52 | 66.29 | 109% |
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