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AABCX vs CLBFX
AABCX vs CLBFX Comparison
Open Charts AABCX vs CLBFX
Putnam Dynamic Asset Allocation Bal C
Price$15.60
Change-$0.03 (-0.19%)
VolumeN/A
Net Assets2.17B
American Funds American Balanced 529F
Price$35.64
Change-$0.04 (-0.11%)
VolumeN/A
Net Assets243.73B
AABCX vs CLBFX Comparison Chart
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AABCX vs. CLBFX commentary
Jun 06, 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: 244B vs. AABCX (2.17B). CLBFX (2.07) and AABCX (2.00) have matching dividends . 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 : 7.12 vs. AABCX (-0.18). CLBFX return over 5 years is better than : 37.52 vs. AABCX (13.22).
| 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 | 3.579 | 4.660 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.17B | 244B | 1% |
| Annual Yield % from dividends | 2.00 | 2.07 | 97% |
| Returns for 1 year | -0.18 | 7.12 | -3% |
| Returns for 3 years | 12.99 | 24.88 | 52% |
| Returns for 5 years | 13.22 | 37.52 | 35% |
| Returns for 10 years | 17.83 | 75.19 | 24% |
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