Interact to see
Advertisement
Advertisement
AABCX vs CLBFX
AABCX vs CLBFX Comparison
Open Charts AABCX vs CLBFX
Putnam Dynamic Asset Allocation Bal C
Price$16.14
Change+$0.06 (+0.37%)
VolumeN/A
Net Assets2.24B
American Funds American Balanced 529F
Price$37.04
Change+$0.12 (+0.33%)
VolumeN/A
Net Assets252.99B
AABCX vs CLBFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AABCX vs. CLBFX commentary
Aug 09, 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 Buy and CLBFX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 253B vs. AABCX (2.24B). AABCX pays higher dividends than CLBFX: AABCX (2.49) vs CLBFX (1.97). 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 : 10.27 vs. AABCX (3.69). CLBFX return over 5 years is better than : 39.97 vs. AABCX (13.23).
| 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 | 7.494 | 9.023 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.24B | 253B | 1% |
| Annual Yield % from dividends | 2.49 | 1.97 | 126% |
| Returns for 1 year | 3.69 | 10.27 | 36% |
| Returns for 3 years | 18.84 | 33.41 | 56% |
| Returns for 5 years | 13.23 | 39.97 | 33% |
| Returns for 10 years | 22.22 | 80.95 | 27% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers