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AABCX vs CLBFX
AABCX vs CLBFX Comparison
Open Charts AABCX vs CLBFX
Putnam Dynamic Asset Allocation Bal C
Price$15.64
Change+$0.07 (+0.45%)
VolumeN/A
Net Assets2.15B
American Funds American Balanced 529F
Price$35.28
Change+$0.24 (+0.68%)
VolumeN/A
Net Assets241.03B
AABCX vs CLBFX Comparison Chart
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AABCX vs. CLBFX commentary
Jan 31, 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: 241B vs. AABCX (2.15B). CLBFX pays higher dividends than AABCX: CLBFX (2.39) vs AABCX (0.98). AABCX was incepted earlier than CLBFX: AABCX (30 years) vs CLBFX (22 years). AABCX is a more actively managed with annual turnover of: 302.00 vs. CLBFX (171.00). 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 : 12.27 vs. AABCX (6.94). CLBFX return over 5 years is better than : 36.74 vs. AABCX (11.55).
| AABCX | CLBFX | AABCX / CLBFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 30 years | 22 years | - |
| Gain YTD | 2.827 | 3.128 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.15B | 241B | 1% |
| Annual Yield % from dividends | 0.98 | 2.39 | 41% |
| Returns for 1 year | 6.94 | 12.27 | 57% |
| Returns for 3 years | 3.42 | 16.76 | 20% |
| Returns for 5 years | 11.55 | 36.74 | 31% |
| Returns for 10 years | 19.34 | 74.28 | 26% |