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CLBFX vs PAAEX
CLBFX vs PAAEX Comparison
Open Charts CLBFX vs PAAEX
American Funds American Balanced 529F
Price$32.85
Change-$0.08 (-0.24%)
VolumeN/A
Net Assets225.48B
Putnam Dynamic Asset Allocation Bal R6
Price$15.09
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets2B
CLBFX vs PAAEX Comparison Chart
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CLBFX vs. PAAEX commentary
Apr 18, 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: 225B vs. PAAEX (2.01B). PAAEX pays higher dividends than CLBFX: PAAEX (3.02) vs CLBFX (2.14). CLBFX was incepted earlier than PAAEX: CLBFX (23 years) vs PAAEX (13 years). CLBFX (0.68) is less costly to investors than PAAEX (0.61). PAAEX is a more actively managed with annual turnover of: 222.00 vs. CLBFX (171.00). 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 : 2.73 vs. PAAEX (-1.80). CLBFX return over 5 years is better than : 34.54 vs. PAAEX (19.59).
| CLBFX | PAAEX | CLBFX / PAAEX | |
| Total Expense Ratio | 0.68 | 0.61 | 111% |
| Annual Report Gross Expense Ratio | 0.68 | 0.61 | 111% |
| Fund Existence | 23 years | 13 years | - |
| Gain YTD | -3.641 | -4.377 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 225B | 2.01B | 11,222% |
| Annual Yield % from dividends | 2.14 | 3.02 | 71% |
| Returns for 1 year | 2.73 | -1.80 | -151% |
| Returns for 3 years | 11.65 | 4.05 | 288% |
| Returns for 5 years | 34.54 | 19.59 | 176% |
| Returns for 10 years | 59.09 | 20.26 | 292% |
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