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CLBFX vs PAADX
CLBFX vs PAADX Comparison
Open Charts CLBFX vs PAADX
American Funds American Balanced 529F
Price$35.72
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
CLBFX vs PAADX Comparison Chart
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CLBFX 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 CLBFX is a Buy and PAADX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 243B vs. PAADX (2.17B). PAADX pays higher dividends than CLBFX: PAADX (2.82) vs CLBFX (2.07). CLBFX was incepted earlier than PAADX: CLBFX (23 years) vs PAADX (13 years). PAADX (0.71) is less costly to investors than CLBFX (0.67). PAADX is a more actively managed with annual turnover of: 222.00 vs. CLBFX (44.00). 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 : 7.27 vs. PAADX (0.97). CLBFX return over 5 years is better than : 37.68 vs. PAADX (19.94).
| CLBFX | PAADX | CLBFX / PAADX | |
| Total Expense Ratio | 0.67 | 0.71 | 94% |
| Annual Report Gross Expense Ratio | 0.67 | 0.71 | 94% |
| Fund Existence | 23 years | 13 years | - |
| Gain YTD | 4.778 | 3.773 | 127% |
| Front Load | N/A | 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 | 2.07 | 2.82 | 73% |
| Returns for 1 year | 7.27 | 0.97 | 750% |
| Returns for 3 years | 24.09 | 16.05 | 150% |
| Returns for 5 years | 37.68 | 19.94 | 189% |
| Returns for 10 years | 75.37 | 31.10 | 242% |
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