Ad is loading...
CLBFX vs PAAEX
CLBFX vs PAAEX Comparison
Open Charts CLBFX vs PAAEX
American Funds American Balanced 529F
Price$34.88
Change+$0.22 (+0.63%)
VolumeN/A
Net Assets240.18B
Putnam Dynamic Asset Allocation Bal R6
Price$16.15
Change+$0.09 (+0.56%)
VolumeN/A
Net Assets2.14B
CLBFX vs PAAEX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CLBFX vs. PAAEX commentary
Jan 19, 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 Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 240B vs. PAAEX (2.14B). CLBFX pays higher dividends than PAAEX: CLBFX (2.39) vs PAAEX (1.90). CLBFX was incepted earlier than PAAEX: CLBFX (22 years) vs PAAEX (13 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). CLBFX annual gain was more profitable for investors over the last year : 12.43 vs. PAAEX (8.80). CLBFX return over 5 years is better than : 32.62 vs. PAAEX (15.39).
| CLBFX | PAAEX | CLBFX / PAAEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 13 years | - |
| Gain YTD | 1.958 | 1.508 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240B | 2.14B | 11,210% |
| Annual Yield % from dividends | 2.39 | 1.90 | 125% |
| Returns for 1 year | 12.43 | 8.80 | 141% |
| Returns for 3 years | 14.37 | 5.09 | 283% |
| Returns for 5 years | 32.62 | 15.39 | 212% |
| Returns for 10 years | 72.52 | 33.21 | 218% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers