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CLBFX vs PABAX
CLBFX vs PABAX Comparison
Open Charts CLBFX vs PABAX
American Funds American Balanced 529F
Price$38.57
Change-$0.17 (-0.44%)
VolumeN/A
Net Assets263.89B
Putnam Dynamic Asset Allocation Bal A
Price$17.22
Change-$0.08 (-0.46%)
VolumeN/A
Net Assets2.33B
CLBFX vs PABAX Comparison Chart in %
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CLBFX vs. PABAX commentary
Nov 20, 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 PABAX is a Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 264B vs. PABAX (2.33B). PABAX pays higher dividends than CLBFX: PABAX (3.19) vs CLBFX (1.86). CLBFX was incepted earlier than PABAX: CLBFX (23 years) vs PABAX (32 years). PABAX (0.93) is less costly to investors than CLBFX (0.67). PABAX is a more actively managed with annual turnover of: 222.00 vs. CLBFX (44.00). PABAX has a lower initial minimum investment than CLBFX: PABAX (0) vs CLBFX (250). CLBFX annual gain was more profitable for investors over the last year : 8.95 vs. PABAX (2.16). CLBFX return over 5 years is better than : 40.97 vs. PABAX (17.38).
| CLBFX | PABAX | CLBFX / PABAX | |
| Total Expense Ratio | 0.67 | 0.93 | 72% |
| Annual Report Gross Expense Ratio | 0.67 | 0.93 | 72% |
| Fund Existence | 23 years | 32 years | - |
| Gain YTD | 13.881 | 11.508 | 121% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 264B | 2.33B | 11,350% |
| Annual Yield % from dividends | 1.86 | 3.19 | 58% |
| Returns for 1 year | 8.95 | 2.16 | 414% |
| Returns for 3 years | 42.00 | 30.28 | 139% |
| Returns for 5 years | 40.97 | 17.38 | 236% |
| Returns for 10 years | 86.36 | 38.88 | 222% |
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