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CLBFX vs PAADX
CLBFX vs PAADX Comparison
Open Charts CLBFX vs PAADX
American Funds American Balanced 529F
Price$36.94
Change+$0.10 (+0.27%)
VolumeN/A
Net Assets253.12B
Putnam Dynamic Asset Allocation Bal R5
Price$16.96
Change+$0.08 (+0.47%)
VolumeN/A
Net Assets2.25B
CLBFX vs PAADX Comparison Chart in %
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CLBFX vs. PAADX commentary
Aug 08, 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: 253B vs. PAADX (2.25B). 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 : 10.98 vs. PAADX (5.93). CLBFX return over 5 years is better than : 39.59 vs. PAADX (20.15).
| 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 | 8.728 | 8.057 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 253B | 2.25B | 11,264% |
| Annual Yield % from dividends | 1.97 | 3.14 | 63% |
| Returns for 1 year | 10.98 | 5.93 | 185% |
| Returns for 3 years | 32.87 | 23.15 | 142% |
| Returns for 5 years | 39.59 | 20.15 | 197% |
| Returns for 10 years | 80.83 | 36.22 | 223% |
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