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CLBFX vs PAAEX
CLBFX vs PAAEX Comparison
Open Charts CLBFX vs PAAEX
American Funds American Balanced 529F
Price$35.72
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets243.43B
Putnam Dynamic Asset Allocation Bal R6
Price$16.41
Change+$0.06 (+0.37%)
VolumeN/A
Net Assets2.17B
CLBFX vs PAAEX Comparison Chart
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CLBFX vs. PAAEX commentary
Jun 07, 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: 243B vs. PAAEX (2.17B). PAAEX pays higher dividends than CLBFX: PAAEX (2.91) vs CLBFX (2.07). 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 : 7.27 vs. PAAEX (0.99). CLBFX return over 5 years is better than : 37.68 vs. PAAEX (20.39).
| 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 | 4.778 | 3.814 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 243B | 2.17B | 11,188% |
| Annual Yield % from dividends | 2.07 | 2.91 | 71% |
| Returns for 1 year | 7.27 | 0.99 | 734% |
| Returns for 3 years | 24.09 | 16.26 | 148% |
| Returns for 5 years | 37.68 | 20.39 | 185% |
| Returns for 10 years | 75.37 | 32.14 | 234% |
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