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CLBFX vs PAADX
CLBFX vs PAADX Comparison
Open Charts CLBFX vs PAADX
American Funds American Balanced 529F
Price$33.00
Change+$0.36 (+1.10%)
VolumeN/A
Net Assets223.62B
Putnam Dynamic Asset Allocation Bal R5
Price$15.14
Change+$0.15 (+1.00%)
VolumeN/A
Net Assets1.99B
CLBFX vs PAADX Comparison Chart
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CLBFX vs. PAADX commentary
Apr 12, 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 Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 224B vs. PAADX (1.99B). PAADX pays higher dividends than CLBFX: PAADX (2.93) vs CLBFX (2.14). CLBFX was incepted earlier than PAADX: CLBFX (23 years) vs PAADX (13 years). PAADX (0.71) and CLBFX (0.68) have similar cost to investors . PAADX is a more actively managed with annual turnover of: 222.00 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 : 1.03 vs. PAADX (-4.93). CLBFX return over 5 years is better than : 38.25 vs. PAADX (19.93).
| CLBFX | PAADX | CLBFX / PAADX | |
| Total Expense Ratio | 0.68 | 0.71 | 96% |
| Annual Report Gross Expense Ratio | 0.68 | 0.71 | 96% |
| Fund Existence | 23 years | 13 years | - |
| Gain YTD | -3.201 | -5.380 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 224B | 1.99B | 11,268% |
| Annual Yield % from dividends | 2.14 | 2.93 | 73% |
| Returns for 1 year | 1.03 | -4.93 | -21% |
| Returns for 3 years | 12.05 | 2.75 | 438% |
| Returns for 5 years | 38.25 | 19.93 | 192% |
| Returns for 10 years | 60.40 | 18.11 | 334% |