CLBFX
Price
$36.68
Change
+$0.07 (+0.19%)
Updated
Jul 16 closing price
Net Assets
251.3B
PAADX
Price
$16.87
Change
+$0.04 (+0.24%)
Updated
Jul 16 closing price
Net Assets
2.22B
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CLBFX vs PAADX

Header iconCLBFX vs PAADX Comparison
Open Charts CLBFX vs PAADXBanner chart's image
American Funds American Balanced 529F
Price$36.68
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets251.3B
Putnam Dynamic Asset Allocation Bal R5
Price$16.87
Change+$0.04 (+0.24%)
VolumeN/A
Net Assets2.22B
CLBFX vs PAADX Comparison Chart in %
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CLBFX vs. PAADX commentary
Jul 18, 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.

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FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 251B vs. PAADX (2.22B). PAADX pays higher dividends than CLBFX: PAADX (2.27) vs CLBFX (1.99). 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 : 5.81 vs. PAADX (-0.31). CLBFX return over 5 years is better than : 41.58 vs. PAADX (21.17).
CLBFXPAADXCLBFX / PAADX
Total Expense Ratio0.670.7194%
Annual Report Gross Expense Ratio0.670.7194%
Fund Existence23 years13 years-
Gain YTD7.9636.235128%
Front LoadN/AN/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets251B2.22B11,327%
Annual Yield % from dividends1.992.2788%
Returns for 1 year5.81-0.31-1,889%
Returns for 3 years36.9226.75138%
Returns for 5 years41.5821.17196%
Returns for 10 years77.6232.22241%
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