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CLBFX vs PGEOX
CLBFX vs PGEOX Comparison
Open Charts CLBFX vs PGEOX
American Funds American Balanced 529F
Price$38.89
Change+$0.06 (+0.15%)
VolumeN/A
Net Assets265.73B
George Putnam Balanced A
Price$28.46
Change+$0.05 (+0.18%)
VolumeN/A
Net Assets2.31B
CLBFX vs PGEOX Comparison Chart in %
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CLBFX vs. PGEOX commentary
Oct 08, 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 Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 266B vs. PGEOX (2.31B). CLBFX pays higher dividends than PGEOX: CLBFX (1.89) vs PGEOX (1.44). 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). CLBFX (9.74) and PGEOX (9.43) have marching annual gain over last year. CLBFX return over 5 years is better than : 46.64 vs. PGEOX (35.07).
| 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 | 14.826 | 12.020 | 123% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 2.31B | 11,495% |
| Annual Yield % from dividends | 1.89 | 1.44 | 131% |
| Returns for 1 year | 9.74 | 9.43 | 103% |
| Returns for 3 years | 52.95 | 55.88 | 95% |
| Returns for 5 years | 46.64 | 35.07 | 133% |
| Returns for 10 years | 93.39 | 94.97 | 98% |
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