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CLBFX vs PAAEX
CLBFX vs PAAEX Comparison
Open Charts CLBFX vs PAAEX
American Funds American Balanced 529F
Price$36.01
Change+$0.02 (+0.06%)
VolumeN/A
CapitalizationN/A
Putnam Dynamic Asset Allocation Bal R6
Price$17.47
Change-$0.03 (-0.17%)
VolumeN/A
CapitalizationN/A
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CLBFX vs PAAEX Comparison Chart
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CLBFX vs. PAAEX commentary
Sep 21, 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 (2.08B). 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 (22.15) and CLBFX (21.14) have marching annual gain over last year. CLBFX return over 5 years is better than : 41.35 vs. PAAEX (29.45).
| 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 | 12.864 | 15.099 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 236B | 2.08B | 11,368% |
| Annual Yield % from dividends | 2.39 | 1.90 | 125% |
| Returns for 1 year | 21.14 | 22.15 | 95% |
| Returns for 3 years | 14.36 | -0.26 | -5,494% |
| Returns for 5 years | 41.35 | 29.45 | 140% |
| Returns for 10 years | 66.68 | 37.44 | 178% |
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