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CLBFX vs PAADX
CLBFX vs PAADX Comparison
Open Charts CLBFX vs PAADX
American Funds American Balanced 529F
Price$38.68
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets262.74B
Putnam Dynamic Asset Allocation Bal R5
Price$17.41
Change+$0.02 (+0.12%)
VolumeN/A
Net Assets2.31B
CLBFX vs PAADX Comparison Chart in %
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CLBFX vs. PAADX commentary
Nov 20, 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 Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 263B vs. PAADX (2.32B). PAADX pays higher dividends than CLBFX: PAADX (3.33) vs CLBFX (1.86). 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 : 9.14 vs. PAADX (2.28). CLBFX return over 5 years is better than : 41.70 vs. PAADX (19.42).
| 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 | 14.206 | 11.870 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 2.32B | 11,361% |
| Annual Yield % from dividends | 1.86 | 3.33 | 56% |
| Returns for 1 year | 9.14 | 2.28 | 401% |
| Returns for 3 years | 42.41 | 31.55 | 134% |
| Returns for 5 years | 41.70 | 19.42 | 215% |
| Returns for 10 years | 86.89 | 42.14 | 206% |
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