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AABCX vs CLBFX
AABCX vs CLBFX Comparison
Open Charts AABCX vs CLBFX
Putnam Dynamic Asset Allocation Bal C
Price$16.65
Change-$0.01 (-0.06%)
VolumeN/A
Net Assets2.33B
American Funds American Balanced 529F
Price$38.49
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets263.25B
AABCX vs CLBFX Comparison Chart in %
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AABCX vs. CLBFX commentary
Sep 17, 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 StrongBuy and CLBFX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 263B vs. AABCX (2.33B). AABCX pays higher dividends than CLBFX: AABCX (2.44) vs CLBFX (1.94). 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 : 9.63 vs. AABCX (2.41). CLBFX return over 5 years is better than : 45.52 vs. AABCX (17.52).
| 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 | 11.304 | 13.291 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.33B | 263B | 1% |
| Annual Yield % from dividends | 2.44 | 1.94 | 126% |
| Returns for 1 year | 2.41 | 9.63 | 25% |
| Returns for 3 years | 28.79 | 44.61 | 65% |
| Returns for 5 years | 17.52 | 45.52 | 38% |
| Returns for 10 years | 31.86 | 95.71 | 33% |
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