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CLBFX vs PGEOX
CLBFX vs PGEOX Comparison
Open Charts CLBFX vs PGEOX
American Funds American Balanced 529F
Price$37.04
Change+$0.12 (+0.33%)
VolumeN/A
Net Assets253.84B
George Putnam Balanced A
Price$27.26
Change+$0.13 (+0.48%)
VolumeN/A
Net Assets2.23B
CLBFX vs PGEOX Comparison Chart in %
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CLBFX vs. PGEOX commentary
Aug 10, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 254B vs. PGEOX (2.23B). CLBFX pays higher dividends than PGEOX: CLBFX (1.97) vs PGEOX (1.82). CLBFX was incepted earlier than PGEOX: CLBFX (23 years) vs PGEOX (88 years). PGEOX (0.93) is less costly to investors than CLBFX (0.67). PGEOX is a more actively managed with annual turnover of: 80.00 vs. CLBFX (44.00). 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 : 11.54 vs. CLBFX (10.27). CLBFX return over 5 years is better than : 39.97 vs. PGEOX (30.64).
| CLBFX | PGEOX | CLBFX / PGEOX | |
| Total Expense Ratio | 0.67 | 0.93 | 72% |
| Annual Report Gross Expense Ratio | 0.67 | 0.93 | 72% |
| Fund Existence | 23 years | 88 years | - |
| Gain YTD | 9.023 | 7.296 | 124% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 2.23B | 11,411% |
| Annual Yield % from dividends | 1.97 | 1.82 | 109% |
| Returns for 1 year | 10.27 | 11.54 | 89% |
| Returns for 3 years | 33.41 | 35.81 | 93% |
| Returns for 5 years | 39.97 | 30.64 | 130% |
| Returns for 10 years | 80.95 | 81.14 | 100% |
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