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CLBFX vs PAAEX
CLBFX vs PAAEX Comparison
Open Charts CLBFX vs PAAEX
American Funds American Balanced 529F
Price$38.80
Change-$0.09 (-0.23%)
VolumeN/A
Net Assets266.1B
Putnam Dynamic Asset Allocation Bal R6
Price$17.57
Change-$0.05 (-0.28%)
VolumeN/A
Net Assets2.34B
CLBFX vs PAAEX Comparison Chart in %
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CLBFX vs. PAAEX commentary
Oct 08, 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 Hold and PAAEX is a Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 266B vs. PAAEX (2.34B). PAAEX pays higher dividends than CLBFX: PAAEX (2.61) vs CLBFX (1.89). 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 : 10.12 vs. PAAEX (4.18). CLBFX return over 5 years is better than : 45.45 vs. PAAEX (23.96).
| 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 | 14.560 | 12.622 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 2.34B | 11,358% |
| Annual Yield % from dividends | 1.89 | 2.61 | 72% |
| Returns for 1 year | 10.12 | 4.18 | 242% |
| Returns for 3 years | 52.59 | 39.63 | 133% |
| Returns for 5 years | 45.45 | 23.96 | 190% |
| Returns for 10 years | 92.94 | 46.60 | 199% |
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