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CLBFX vs PGEOX
CLBFX vs PGEOX Comparison
Open Charts CLBFX vs PGEOX
American Funds American Balanced 529F
Price$35.20
Change-$0.36 (-1.01%)
VolumeN/A
Net Assets242.17B
George Putnam Balanced A
Price$25.98
Change-$0.26 (-0.99%)
VolumeN/A
Net Assets2.15B
CLBFX vs PGEOX Comparison Chart
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CLBFX vs. PGEOX commentary
Feb 23, 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 Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 242B 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 : 10.68 vs. CLBFX (9.36). CLBFX return over 5 years is better than : 32.87 vs. PGEOX (28.31).
| 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 | 2.894 | 1.564 | 185% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242B | 2.15B | 11,256% |
| Annual Yield % from dividends | 2.39 | 1.11 | 216% |
| Returns for 1 year | 9.36 | 10.68 | 88% |
| Returns for 3 years | 19.64 | 23.43 | 84% |
| Returns for 5 years | 32.87 | 28.31 | 116% |
| Returns for 10 years | 68.67 | 69.60 | 99% |
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