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CLBFX vs PAAEX
CLBFX vs PAAEX Comparison
Open Charts CLBFX vs PAAEX
American Funds American Balanced 529F
Price$36.74
Change-$0.03 (-0.08%)
VolumeN/A
Net Assets252.16B
Putnam Dynamic Asset Allocation Bal R6
Price$16.84
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets2.23B
CLBFX vs PAAEX Comparison Chart in %
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CLBFX vs. PAAEX commentary
Jul 21, 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 Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 252B vs. PAAEX (2.23B). PAAEX pays higher dividends than CLBFX: PAAEX (2.34) vs CLBFX (1.99). 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 : 7.65 vs. PAAEX (2.00). CLBFX return over 5 years is better than : 41.81 vs. PAAEX (22.42).
| 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 | 8.140 | 6.925 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 2.23B | 11,295% |
| Annual Yield % from dividends | 1.99 | 2.34 | 85% |
| Returns for 1 year | 7.65 | 2.00 | 382% |
| Returns for 3 years | 35.63 | 26.11 | 136% |
| Returns for 5 years | 41.81 | 22.42 | 187% |
| Returns for 10 years | 78.19 | 34.41 | 227% |