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AABCX vs CLBFX
AABCX vs CLBFX Comparison
Open Charts AABCX vs CLBFX
Putnam Dynamic Asset Allocation Bal C
Price$14.62
Change-$0.43 (-2.86%)
VolumeN/A
Net Assets2.11B
American Funds American Balanced 529F
Price$33.37
Change-$0.88 (-2.57%)
VolumeN/A
Net Assets235.03B
AABCX vs CLBFX Comparison Chart
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AABCX vs. CLBFX commentary
Apr 04, 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 Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 235B vs. AABCX (2.11B). CLBFX (2.14) and AABCX (2.07) 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 (0.68). AABCX is a more actively managed with annual turnover of: 222.00 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 : 4.45 vs. AABCX (-1.67). CLBFX return over 5 years is better than : 53.24 vs. AABCX (27.94).
| AABCX | CLBFX | AABCX / CLBFX | |
| Total Expense Ratio | 1.68 | 0.68 | 247% |
| Annual Report Gross Expense Ratio | 1.68 | 0.68 | 247% |
| Fund Existence | 31 years | 23 years | - |
| Gain YTD | -0.265 | 0.466 | -57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.11B | 235B | 1% |
| Annual Yield % from dividends | 2.07 | 2.14 | 97% |
| Returns for 1 year | -1.67 | 4.45 | -38% |
| Returns for 3 years | 1.20 | 14.15 | 8% |
| Returns for 5 years | 27.94 | 53.24 | 52% |
| Returns for 10 years | 12.61 | 67.95 | 19% |
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