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CLBFX vs PAADX
CLBFX vs PAADX Comparison
Open Charts CLBFX vs PAADX
American Funds American Balanced 529F
Price$36.02
Change-$0.33 (-0.91%)
VolumeN/A
CapitalizationN/A
Putnam Dynamic Asset Allocation Bal R5
Price$17.56
Change-$0.16 (-0.90%)
VolumeN/A
CapitalizationN/A
CLBFX vs PAADX Comparison Chart
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CLBFX vs. PAADX commentary
Nov 18, 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 StrongBuy and PAADX is a StrongSell.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 236B vs. PAADX (2.11B). 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 (21.61) and CLBFX (21.04) have marching annual gain over last year. CLBFX return over 5 years is better than : 38.61 vs. PAADX (27.91).
| 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 | 14.196 | 16.148 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 236B | 2.11B | 11,180% |
| Annual Yield % from dividends | 2.39 | 1.82 | 132% |
| Returns for 1 year | 21.04 | 21.61 | 97% |
| Returns for 3 years | 12.47 | -1.59 | -786% |
| Returns for 5 years | 38.61 | 27.91 | 138% |
| Returns for 10 years | 66.57 | 35.49 | 188% |
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