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CLBFX vs PGEOX
CLBFX vs PGEOX Comparison
Open Charts CLBFX vs PGEOX
American Funds American Balanced 529F
Price$38.57
Change-$0.17 (-0.44%)
VolumeN/A
Net Assets263.89B
George Putnam Balanced A
Price$28.18
Change-$0.16 (-0.56%)
VolumeN/A
Net Assets2.28B
CLBFX vs PGEOX Comparison Chart in %
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CLBFX vs. PGEOX commentary
Nov 20, 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 Hold and PGEOX is a Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 264B vs. PGEOX (2.28B). CLBFX (1.86) and PGEOX (1.78) have matching dividends . 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: 97.00 vs. CLBFX (44.00). 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 : 8.95 vs. PGEOX (8.06). CLBFX return over 5 years is better than : 40.97 vs. PGEOX (29.97).
| 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 | 13.881 | 11.327 | 123% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 264B | 2.28B | 11,589% |
| Annual Yield % from dividends | 1.86 | 1.78 | 105% |
| Returns for 1 year | 8.95 | 8.06 | 111% |
| Returns for 3 years | 42.00 | 46.44 | 90% |
| Returns for 5 years | 40.97 | 29.97 | 137% |
| Returns for 10 years | 86.36 | 90.31 | 96% |
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