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AABCX vs CLBFX
AABCX vs CLBFX Comparison
Open Charts AABCX vs CLBFX
Putnam Dynamic Asset Allocation Bal C
Price$16.47
Change-$0.07 (-0.42%)
VolumeN/A
Net Assets2.33B
American Funds American Balanced 529F
Price$38.57
Change-$0.17 (-0.44%)
VolumeN/A
Net Assets263.89B
AABCX vs CLBFX Comparison Chart in %
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AABCX vs. CLBFX 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 AABCX is a Hold and CLBFX is a Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 264B vs. AABCX (2.33B). AABCX pays higher dividends than CLBFX: AABCX (2.73) vs CLBFX (1.86). AABCX was incepted earlier than CLBFX: AABCX (31 years) vs CLBFX (23 years). AABCX (1.68) is less costly to investors than CLBFX (0.67). AABCX is a more actively managed with annual turnover of: 222.00 vs. CLBFX (44.00). AABCX has a lower initial minimum investment than CLBFX: AABCX (0) vs CLBFX (250). CLBFX annual gain was more profitable for investors over the last year : 8.95 vs. AABCX (1.09). CLBFX return over 5 years is better than : 40.97 vs. AABCX (12.11).
| AABCX | CLBFX | AABCX / CLBFX | |
| Total Expense Ratio | 1.68 | 0.67 | 251% |
| Annual Report Gross Expense Ratio | 1.68 | 0.67 | 251% |
| Fund Existence | 31 years | 23 years | - |
| Gain YTD | 10.810 | 13.881 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.33B | 264B | 1% |
| Annual Yield % from dividends | 2.73 | 1.86 | 147% |
| Returns for 1 year | 1.09 | 8.95 | 12% |
| Returns for 3 years | 26.72 | 42.00 | 64% |
| Returns for 5 years | 12.11 | 40.97 | 30% |
| Returns for 10 years | 27.50 | 86.36 | 32% |
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