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CLBFX vs PABAX
CLBFX vs PABAX Comparison
Open Charts CLBFX vs PABAX
American Funds American Balanced 529F
Price$35.51
Change-$0.31 (-0.87%)
VolumeN/A
Net Assets246.53B
Putnam Dynamic Asset Allocation Bal A
Price$16.30
Change-$0.15 (-0.91%)
VolumeN/A
Net Assets2.18B
CLBFX vs PABAX Comparison Chart
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CLBFX vs. PABAX commentary
Jun 15, 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 PABAX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 247B vs. PABAX (2.18B). PABAX pays higher dividends than CLBFX: PABAX (2.62) vs CLBFX (2.07). CLBFX was incepted earlier than PABAX: CLBFX (23 years) vs PABAX (31 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 : 5.44 vs. PABAX (1.06). CLBFX return over 5 years is better than : 41.30 vs. PABAX (22.81).
| 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 | 31 years | - |
| Gain YTD | 4.519 | 4.702 | 96% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 247B | 2.18B | 11,320% |
| Annual Yield % from dividends | 2.07 | 2.62 | 79% |
| Returns for 1 year | 5.44 | 1.06 | 514% |
| Returns for 3 years | 34.29 | 26.25 | 131% |
| Returns for 5 years | 41.30 | 22.81 | 181% |
| Returns for 10 years | 73.68 | 28.71 | 257% |
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