Ad is loading...
CLBFX vs PAAEX
CLBFX vs PAAEX Comparison
Open Charts CLBFX vs PAAEX
American Funds American Balanced 529F
Price$34.26
Change+$0.05 (+0.15%)
VolumeN/A
Net Assets234.05B
Putnam Dynamic Asset Allocation Bal R6
Price$15.81
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets2.11B
CLBFX vs PAAEX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CLBFX vs. PAAEX commentary
May 09, 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: 234B vs. PAAEX (2.11B). PAAEX pays higher dividends than CLBFX: PAAEX (3.01) vs CLBFX (2.15). 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 : 4.89 vs. PAAEX (0.24). CLBFX return over 5 years is better than : 39.69 vs. PAAEX (23.60).
| 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 | 0.495 | 0.322 | 154% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 234B | 2.11B | 11,090% |
| Annual Yield % from dividends | 2.15 | 3.01 | 71% |
| Returns for 1 year | 4.89 | 0.24 | 2,077% |
| Returns for 3 years | 23.73 | 17.08 | 139% |
| Returns for 5 years | 39.69 | 23.60 | 168% |
| Returns for 10 years | 65.92 | 26.59 | 248% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers