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CLBAX vs PAADX
CLBAX vs PAADX Comparison
Open Charts CLBAX vs PAADX
American Funds American Balanced 529A
Price$35.76
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets243.43B
Putnam Dynamic Asset Allocation Bal R5
Price$16.50
Change+$0.06 (+0.36%)
VolumeN/A
Net Assets2.17B
CLBAX vs PAADX Comparison Chart
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CLBAX vs. PAADX commentary
Jun 07, 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: 243B vs. PAADX (2.17B). PAADX pays higher dividends than CLBAX: PAADX (2.82) vs CLBAX (1.91). 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 : 7.12 vs. PAADX (0.97). CLBAX return over 5 years is better than : 36.50 vs. PAADX (19.94).
| 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 | 4.703 | 3.773 | 125% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 243B | 2.17B | 11,188% |
| Annual Yield % from dividends | 1.91 | 2.82 | 68% |
| Returns for 1 year | 7.12 | 0.97 | 734% |
| Returns for 3 years | 23.47 | 16.05 | 146% |
| Returns for 5 years | 36.50 | 19.94 | 183% |
| Returns for 10 years | 71.97 | 31.10 | 231% |
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