Ad is loading...
CLBFX vs PGEOX
CLBFX vs PGEOX Comparison
Open Charts CLBFX vs PGEOX
American Funds American Balanced 529F
Price$34.25
Change+$0.09 (+0.26%)
VolumeN/A
Net Assets233.54B
George Putnam Balanced A
Price$24.98
Change+$0.10 (+0.40%)
VolumeN/A
Net Assets2.06B
CLBFX vs PGEOX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CLBFX vs. PGEOX commentary
Apr 04, 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: 234B vs. PGEOX (2.06B). CLBFX pays higher dividends than PGEOX: CLBFX (2.14) vs PGEOX (1.97). CLBFX was incepted earlier than PGEOX: CLBFX (23 years) vs PGEOX (87 years). PGEOX (0.93) is less costly to investors than CLBFX (0.68). CLBFX is a more actively managed with annual turnover of: 171.00 vs. PGEOX (80.00). PGEOX has a lower initial minimum investment than CLBFX: PGEOX (0) vs CLBFX (250). CLBFX annual gain was more profitable for investors over the last year : 4.45 vs. PGEOX (4.08). CLBFX return over 5 years is better than : 53.24 vs. PGEOX (47.96).
| CLBFX | PGEOX | CLBFX / PGEOX | |
| Total Expense Ratio | 0.68 | 0.93 | 73% |
| Annual Report Gross Expense Ratio | 0.68 | 0.93 | 73% |
| Fund Existence | 23 years | 87 years | - |
| Gain YTD | 0.466 | -2.389 | -19% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 234B | 2.06B | 11,370% |
| Annual Yield % from dividends | 2.14 | 1.97 | 109% |
| Returns for 1 year | 4.45 | 4.08 | 109% |
| Returns for 3 years | 14.15 | 16.04 | 88% |
| Returns for 5 years | 53.24 | 47.96 | 111% |
| Returns for 10 years | 67.95 | 64.55 | 105% |
View a ticker or compare two or three
VS
VS
Ad is loading...