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CLBFX vs PAADX
CLBFX vs PAADX Comparison
Open Charts CLBFX vs PAADX
American Funds American Balanced 529F
Price$34.88
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
CLBFX vs PAADX Comparison Chart
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CLBFX 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 CLBFX is a Buy and PAADX is a Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 240B vs. PAADX (2.14B). CLBFX pays higher dividends than PAADX: CLBFX (2.39) vs PAADX (1.82). CLBFX was incepted earlier than PAADX: CLBFX (22 years) vs PAADX (13 years). PAADX is a more actively managed with annual turnover of: 302.00 vs. CLBFX (171.00). PAADX has a lower initial minimum investment than CLBFX: PAADX (0) vs CLBFX (250). CLBFX annual gain was more profitable for investors over the last year : 12.43 vs. PAADX (8.74). CLBFX return over 5 years is better than : 32.62 vs. PAADX (14.89).
| CLBFX | PAADX | CLBFX / PAADX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 13 years | - |
| Gain YTD | 1.958 | 1.500 | 131% |
| 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 | 2.39 | 1.82 | 132% |
| Returns for 1 year | 12.43 | 8.74 | 142% |
| Returns for 3 years | 14.37 | 4.84 | 297% |
| Returns for 5 years | 32.62 | 14.89 | 219% |
| Returns for 10 years | 72.52 | 32.18 | 225% |
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