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CLBFX vs PAADX
CLBFX vs PAADX Comparison
Open Charts CLBFX vs PAADX
American Funds American Balanced 529F
Price$35.20
Change-$0.36 (-1.01%)
VolumeN/A
Net Assets242.17B
Putnam Dynamic Asset Allocation Bal R5
Price$16.38
Change-$0.16 (-0.97%)
VolumeN/A
Net Assets2.15B
CLBFX vs PAADX Comparison Chart
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CLBFX vs. PAADX commentary
Feb 23, 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 Hold and PAADX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 242B vs. PAADX (2.15B). 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 : 9.36 vs. PAADX (5.28). CLBFX return over 5 years is better than : 32.87 vs. PAADX (15.58).
| 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 | 2.894 | 2.375 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242B | 2.15B | 11,240% |
| Annual Yield % from dividends | 2.39 | 1.82 | 132% |
| Returns for 1 year | 9.36 | 5.28 | 177% |
| Returns for 3 years | 19.64 | 9.91 | 198% |
| Returns for 5 years | 32.87 | 15.58 | 211% |
| Returns for 10 years | 68.67 | 28.17 | 244% |
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