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CLBAX vs PAADX
CLBAX vs PAADX Comparison
Open Charts CLBAX vs PAADX
American Funds American Balanced 529A
Price$35.25
Change-$0.35 (-0.98%)
VolumeN/A
Net Assets242.17B
Putnam Dynamic Asset Allocation Bal R5
Price$16.38
Change-$0.16 (-0.97%)
VolumeN/A
Net Assets2.15B
CLBAX vs PAADX Comparison Chart
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CLBAX vs. PAADX commentary
Feb 23, 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 Hold and PAADX is a Buy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 242B vs. PAADX (2.15B). CLBAX pays higher dividends than PAADX: CLBAX (2.23) vs PAADX (1.82). CLBAX was incepted earlier than PAADX: CLBAX (23 years) vs PAADX (13 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). CLBAX annual gain was more profitable for investors over the last year : 9.22 vs. PAADX (5.28). CLBAX return over 5 years is better than : 31.74 vs. PAADX (15.58).
| CLBAX | PAADX | CLBAX / PAADX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 13 years | - |
| Gain YTD | 2.890 | 2.375 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242B | 2.15B | 11,240% |
| Annual Yield % from dividends | 2.23 | 1.82 | 123% |
| Returns for 1 year | 9.22 | 5.28 | 175% |
| Returns for 3 years | 19.12 | 9.91 | 193% |
| Returns for 5 years | 31.74 | 15.58 | 204% |
| Returns for 10 years | 65.36 | 28.17 | 232% |
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