Ad is loading...
Ad is loading...
CLBFX vs PAAEX
CLBFX vs PAAEX Comparison
Open Charts CLBFX vs PAAEX
American Funds American Balanced 529F
Price$36.02
Change-$0.33 (-0.91%)
VolumeN/A
CapitalizationN/A
Putnam Dynamic Asset Allocation Bal R6
Price$17.47
Change-$0.16 (-0.91%)
VolumeN/A
CapitalizationN/A
CLBFX vs PAAEX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CLBFX vs. PAAEX 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 PAAEX is a StrongSell.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 236B vs. PAAEX (2.11B). CLBFX pays higher dividends than PAAEX: CLBFX (2.39) vs PAAEX (1.90). CLBFX was incepted earlier than PAAEX: CLBFX (22 years) vs PAAEX (12 years). PAAEX is a more actively managed with annual turnover of: 302.00 vs. CLBFX (171.00). PAAEX has a lower initial minimum investment than CLBFX: PAAEX (0) vs CLBFX (250). PAAEX (21.67) and CLBFX (21.04) have marching annual gain over last year. CLBFX return over 5 years is better than : 38.61 vs. PAAEX (28.44).
| CLBFX | PAAEX | CLBFX / PAAEX | |
| 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 | 16.230 | 87% |
| 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 | 1.90 | 125% |
| Returns for 1 year | 21.04 | 21.67 | 97% |
| Returns for 3 years | 12.47 | -1.38 | -905% |
| Returns for 5 years | 38.61 | 28.44 | 136% |
| Returns for 10 years | 66.57 | 36.59 | 182% |
View a ticker or compare two or three
VS
VS
Ad is loading...