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CLBFX vs PGEOX
CLBFX vs PGEOX Comparison
Open Charts CLBFX vs PGEOX
American Funds American Balanced 529F
Price$34.88
Change+$0.22 (+0.63%)
VolumeN/A
Net Assets240.18B
George Putnam Balanced A
Price$25.92
Change+$0.18 (+0.70%)
VolumeN/A
Net Assets2.16B
CLBFX vs PGEOX Comparison Chart
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CLBFX vs. PGEOX 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 PGEOX is a Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 240B vs. PGEOX (2.16B). CLBFX pays higher dividends than PGEOX: CLBFX (2.39) vs PGEOX (1.11). CLBFX was incepted earlier than PGEOX: CLBFX (22 years) vs PGEOX (87 years). CLBFX is a more actively managed with annual turnover of: 171.00 vs. PGEOX (47.00). PGEOX has a lower initial minimum investment than CLBFX: PGEOX (0) vs CLBFX (250). PGEOX annual gain was more profitable for investors over the last year : 15.24 vs. CLBFX (12.43). CLBFX return over 5 years is better than : 32.62 vs. PGEOX (29.16).
| CLBFX | PGEOX | CLBFX / PGEOX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 87 years | - |
| Gain YTD | 1.958 | 1.329 | 147% |
| 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 | 1.11 | 216% |
| Returns for 1 year | 12.43 | 15.24 | 82% |
| Returns for 3 years | 14.37 | 17.92 | 80% |
| Returns for 5 years | 32.62 | 29.16 | 112% |
| Returns for 10 years | 72.52 | 75.17 | 96% |
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