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CLBAX vs PAADX
CLBAX vs PAADX Comparison
Open Charts CLBAX vs PAADX
American Funds American Balanced 529A
Price$37.53
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets255.46B
Putnam Dynamic Asset Allocation Bal R5
Price$17.24
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets2.27B
CLBAX vs PAADX Comparison Chart in %
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CLBAX vs. PAADX commentary
Aug 29, 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 CLBAX is a Buy and PAADX is a Buy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 255B vs. PAADX (2.27B). PAADX pays higher dividends than CLBAX: PAADX (3.14) vs CLBAX (1.82). CLBAX was incepted earlier than PAADX: CLBAX (24 years) vs PAADX (13 years). PAADX (0.71) is less costly to investors than CLBAX (0.58). PAADX is a more actively managed with annual turnover of: 222.00 vs. CLBAX (44.00). PAADX has a lower initial minimum investment than CLBAX: PAADX (0) vs CLBAX (250). CLBAX annual gain was more profitable for investors over the last year : 7.30 vs. PAADX (2.25). CLBAX return over 5 years is better than : 38.66 vs. PAADX (19.66).
| CLBAX | PAADX | CLBAX / PAADX | |
| Total Expense Ratio | 0.58 | 0.71 | 82% |
| Annual Report Gross Expense Ratio | 0.58 | 0.71 | 82% |
| Fund Existence | 24 years | 13 years | - |
| Gain YTD | 10.217 | 9.778 | 104% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 255B | 2.27B | 11,238% |
| Annual Yield % from dividends | 1.82 | 3.14 | 58% |
| Returns for 1 year | 7.30 | 2.25 | 324% |
| Returns for 3 years | 35.54 | 26.31 | 135% |
| Returns for 5 years | 38.66 | 19.66 | 197% |
| Returns for 10 years | 85.52 | 42.72 | 200% |
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