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CLBFX vs PAAEX
CLBFX vs PAAEX Comparison
Open Charts CLBFX vs PAAEX
American Funds American Balanced 529F
Price$37.48
Change+$0.06 (+0.16%)
VolumeN/A
Net Assets255.46B
Putnam Dynamic Asset Allocation Bal R6
Price$17.15
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets2.27B
CLBFX vs PAAEX Comparison Chart in %
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CLBFX vs. PAAEX commentary
Aug 28, 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 PAAEX is a Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 255B vs. PAAEX (2.27B). PAAEX pays higher dividends than CLBFX: PAAEX (3.22) vs CLBFX (1.97). CLBFX was incepted earlier than PAAEX: CLBFX (23 years) vs PAAEX (13 years). CLBFX (0.67) is less costly to investors than PAAEX (0.61). PAAEX is a more actively managed with annual turnover of: 222.00 vs. CLBFX (44.00). PAAEX has a lower initial minimum investment than CLBFX: PAAEX (0) vs CLBFX (250). CLBFX annual gain was more profitable for investors over the last year : 7.42 vs. PAAEX (2.39). CLBFX return over 5 years is better than : 39.80 vs. PAAEX (20.20).
| CLBFX | PAAEX | CLBFX / PAAEX | |
| Total Expense Ratio | 0.67 | 0.61 | 110% |
| Annual Report Gross Expense Ratio | 0.67 | 0.61 | 110% |
| Fund Existence | 23 years | 13 years | - |
| Gain YTD | 10.318 | 9.930 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 255B | 2.27B | 11,238% |
| Annual Yield % from dividends | 1.97 | 3.22 | 61% |
| Returns for 1 year | 7.42 | 2.39 | 310% |
| Returns for 3 years | 36.15 | 26.63 | 136% |
| Returns for 5 years | 39.80 | 20.20 | 197% |
| Returns for 10 years | 89.20 | 43.96 | 203% |
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