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CLBAX vs PAADX
CLBAX vs PAADX Comparison
Open Charts CLBAX vs PAADX
American Funds American Balanced 529A
Price$34.19
Change-$0.81 (-2.31%)
VolumeN/A
CapitalizationN/A
Putnam Dynamic Asset Allocation Bal R5
Price$17.95
Change+$0.01 (+0.06%)
VolumeN/A
CapitalizationN/A
CLBAX vs PAADX Comparison Chart
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CLBAX vs. PAADX commentary
Dec 19, 2024
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 CLBAX is a Hold and PAADX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 241B vs. PAADX (2.17B). CLBAX pays higher dividends than PAADX: CLBAX (2.23) vs PAADX (1.82). CLBAX was incepted earlier than PAADX: CLBAX (23 years) vs PAADX (12 years). PAADX is a more actively managed with annual turnover of: 302.00 vs. CLBAX (171.00). PAADX has a lower initial minimum investment than CLBAX: PAADX (0) vs CLBAX (250). PAADX annual gain was more profitable for investors over the last year : 19.83 vs. CLBAX (12.51). CLBAX return over 5 years is better than : 34.39 vs. PAADX (28.62).
| CLBAX | PAADX | CLBAX / PAADX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 12 years | - |
| Gain YTD | 11.523 | 18.662 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 241B | 2.17B | 11,121% |
| Annual Yield % from dividends | 2.23 | 1.82 | 123% |
| Returns for 1 year | 12.51 | 19.83 | 63% |
| Returns for 3 years | 13.21 | 13.46 | 98% |
| Returns for 5 years | 34.39 | 28.62 | 120% |
| Returns for 10 years | 58.66 | 43.92 | 134% |