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CLBAX vs PAADX
CLBAX vs PAADX Comparison
Open Charts CLBAX vs PAADX
American Funds American Balanced 529A
Price$36.98
Change+$0.09 (+0.24%)
VolumeN/A
Net Assets253.12B
Putnam Dynamic Asset Allocation Bal R5
Price$16.96
Change+$0.08 (+0.47%)
VolumeN/A
Net Assets2.25B
CLBAX vs PAADX Comparison Chart in %
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CLBAX vs. PAADX commentary
Aug 08, 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: 253B vs. PAADX (2.25B). PAADX pays higher dividends than CLBAX: PAADX (3.14) vs CLBAX (1.82). CLBAX was incepted earlier than PAADX: CLBAX (23 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 : 10.79 vs. PAADX (5.93). CLBAX return over 5 years is better than : 38.42 vs. PAADX (20.15).
| CLBAX | PAADX | CLBAX / PAADX | |
| Total Expense Ratio | 0.58 | 0.71 | 82% |
| Annual Report Gross Expense Ratio | 0.58 | 0.71 | 82% |
| Fund Existence | 23 years | 13 years | - |
| Gain YTD | 8.602 | 8.057 | 107% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 253B | 2.25B | 11,264% |
| Annual Yield % from dividends | 1.82 | 3.14 | 58% |
| Returns for 1 year | 10.79 | 5.93 | 182% |
| Returns for 3 years | 32.24 | 23.15 | 139% |
| Returns for 5 years | 38.42 | 20.15 | 191% |
| Returns for 10 years | 77.27 | 36.22 | 213% |
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