CLBFX
Price
$37.48
Change
+$0.06 (+0.16%)
Updated
Aug 27 closing price
Net Assets
255.46B
PAADX
Price
$17.24
Change
+$0.01 (+0.06%)
Updated
Aug 27 closing price
Net Assets
2.27B
Interact to see
Advertisement

CLBFX vs PAADX

Header iconCLBFX vs PAADX Comparison
Open Charts CLBFX vs PAADXBanner chart's image
American Funds American Balanced 529F
Price$37.48
Change+$0.06 (+0.16%)
VolumeN/A
Net Assets255.46B
Putnam Dynamic Asset Allocation Bal R5
Price$17.24
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets2.27B
CLBFX vs PAADX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
CLBFX vs. PAADX commentary
Aug 29, 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.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 255B vs. PAADX (2.27B). PAADX pays higher dividends than CLBFX: PAADX (3.14) vs CLBFX (1.97). 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 : 7.42 vs. PAADX (2.25). CLBFX return over 5 years is better than : 39.80 vs. PAADX (19.66).
CLBFXPAADXCLBFX / PAADX
Total Expense Ratio0.670.7194%
Annual Report Gross Expense Ratio0.670.7194%
Fund Existence23 years13 years-
Gain YTD10.3189.778106%
Front LoadN/AN/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets255B2.27B11,238%
Annual Yield % from dividends1.973.1463%
Returns for 1 year7.422.25330%
Returns for 3 years36.1526.31137%
Returns for 5 years39.8019.66202%
Returns for 10 years89.2042.72209%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
STOCK / NAMEPrice $Chg $Chg %
BEN25.640.35
+1.38%
Franklin Resources
FBNC55.300.43
+0.78%
First Bancorp
LAB1.28-0.01
-0.78%
Standard BioTools
SPHL0.47-0.01
-2.25%
Springview Holdings Ltd
INTT7.13-0.26
-3.52%
inTEST Corp