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CLBFX vs PAADX
CLBFX vs PAADX Comparison
Open Charts CLBFX vs PAADX
American Funds American Balanced 529F
Price$34.14
Change-$0.81 (-2.32%)
VolumeN/A
CapitalizationN/A
Putnam Dynamic Asset Allocation Bal R5
Price$17.95
Change+$0.01 (+0.06%)
VolumeN/A
CapitalizationN/A
CLBFX vs PAADX Comparison Chart
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CLBFX vs. PAADX commentary
Dec 19, 2024
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 StrongBuy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 241B vs. PAADX (2.17B). CLBFX pays higher dividends than PAADX: CLBFX (2.39) vs PAADX (1.82). CLBFX was incepted earlier than PAADX: CLBFX (22 years) vs PAADX (12 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). PAADX annual gain was more profitable for investors over the last year : 19.83 vs. CLBFX (12.67). CLBFX return over 5 years is better than : 35.48 vs. PAADX (28.62).
| CLBFX | PAADX | CLBFX / PAADX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 12 years | - |
| Gain YTD | 11.647 | 18.662 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 241B | 2.17B | 11,121% |
| Annual Yield % from dividends | 2.39 | 1.82 | 132% |
| Returns for 1 year | 12.67 | 19.83 | 64% |
| Returns for 3 years | 13.69 | 13.46 | 102% |
| Returns for 5 years | 35.48 | 28.62 | 124% |
| Returns for 10 years | 61.86 | 43.92 | 141% |
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