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CLBFX vs PGEOX
CLBFX vs PGEOX Comparison
Open Charts CLBFX vs PGEOX
American Funds American Balanced 529F
Price$34.14
Change-$0.81 (-2.32%)
VolumeN/A
CapitalizationN/A
George Putnam Balanced A
Price$25.58
Change-$0.55 (-2.10%)
VolumeN/A
CapitalizationN/A
CLBFX vs PGEOX Comparison Chart
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CLBFX vs. PGEOX commentary
Dec 19, 2024
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 StrongBuy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 241B vs. PGEOX (2.15B). 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 : 16.94 vs. CLBFX (12.67). CLBFX return over 5 years is better than : 35.48 vs. PGEOX (33.66).
| 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 | 11.647 | 16.072 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 241B | 2.15B | 11,220% |
| Annual Yield % from dividends | 2.39 | 1.11 | 216% |
| Returns for 1 year | 12.67 | 16.94 | 75% |
| Returns for 3 years | 13.69 | 16.73 | 82% |
| Returns for 5 years | 35.48 | 33.66 | 105% |
| Returns for 10 years | 61.86 | 74.61 | 83% |
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