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CLBAX vs PAADX
CLBAX vs PAADX Comparison
Open Charts CLBAX vs PAADX
American Funds American Balanced 529A
Price$36.73
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets251.3B
Putnam Dynamic Asset Allocation Bal R5
Price$16.87
Change+$0.04 (+0.24%)
VolumeN/A
Net Assets2.22B
CLBAX vs PAADX Comparison Chart in %
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CLBAX vs. PAADX commentary
Jul 18, 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: 251B vs. PAADX (2.22B). PAADX pays higher dividends than CLBAX: PAADX (2.27) vs CLBAX (1.84). 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 : 5.66 vs. PAADX (-0.31). CLBAX return over 5 years is better than : 40.43 vs. PAADX (21.17).
| 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 | 7.867 | 6.235 | 126% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 251B | 2.22B | 11,327% |
| Annual Yield % from dividends | 1.84 | 2.27 | 81% |
| Returns for 1 year | 5.66 | -0.31 | -1,840% |
| Returns for 3 years | 36.26 | 26.75 | 136% |
| Returns for 5 years | 40.43 | 21.17 | 191% |
| Returns for 10 years | 74.17 | 32.22 | 230% |
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