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CLBAX vs PAADX
CLBAX vs PAADX Comparison
Open Charts CLBAX vs PAADX
American Funds American Balanced 529A
Price$33.05
Change+$0.36 (+1.10%)
VolumeN/A
Net Assets226.04B
Putnam Dynamic Asset Allocation Bal R5
Price$15.14
Change+$0.15 (+1.00%)
VolumeN/A
Net Assets1.99B
CLBAX vs PAADX Comparison Chart
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CLBAX vs. PAADX commentary
Apr 14, 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: 226B vs. PAADX (1.99B). PAADX pays higher dividends than CLBAX: PAADX (2.93) vs CLBAX (1.98). CLBAX was incepted earlier than PAADX: CLBAX (23 years) vs PAADX (13 years). PAADX (0.71) is less costly to investors than CLBAX (0.60). PAADX is a more actively managed with annual turnover of: 222.00 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 : 0.90 vs. PAADX (-3.98). CLBAX return over 5 years is better than : 37.11 vs. PAADX (21.13).
| CLBAX | PAADX | CLBAX / PAADX | |
| Total Expense Ratio | 0.60 | 0.71 | 85% |
| Annual Report Gross Expense Ratio | 0.60 | 0.71 | 85% |
| Fund Existence | 23 years | 13 years | - |
| Gain YTD | -3.231 | -4.433 | 73% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 226B | 1.99B | 11,368% |
| Annual Yield % from dividends | 1.98 | 2.93 | 68% |
| Returns for 1 year | 0.90 | -3.98 | -22% |
| Returns for 3 years | 11.54 | 3.78 | 306% |
| Returns for 5 years | 37.11 | 21.13 | 176% |
| Returns for 10 years | 57.22 | 19.29 | 297% |
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