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CLBAX vs PAADX
CLBAX vs PAADX Comparison
Open Charts CLBAX vs PAADX
American Funds American Balanced 529A
Price$34.93
Change+$0.22 (+0.63%)
VolumeN/A
Net Assets240.18B
Putnam Dynamic Asset Allocation Bal R5
Price$16.24
Change+$0.09 (+0.56%)
VolumeN/A
Net Assets2.14B
CLBAX vs PAADX Comparison Chart
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CLBAX vs. PAADX commentary
Jan 19, 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 Hold.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 240B vs. PAADX (2.14B). 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 : 12.29 vs. PAADX (8.74). CLBAX return over 5 years is better than : 31.49 vs. PAADX (14.89).
| 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 | 1.956 | 1.500 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240B | 2.14B | 11,210% |
| Annual Yield % from dividends | 2.23 | 1.82 | 123% |
| Returns for 1 year | 12.29 | 8.74 | 141% |
| Returns for 3 years | 13.84 | 4.84 | 286% |
| Returns for 5 years | 31.49 | 14.89 | 212% |
| Returns for 10 years | 69.06 | 32.18 | 215% |
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