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CLBFX vs PABAX
CLBFX vs PABAX Comparison
Open Charts CLBFX vs PABAX
American Funds American Balanced 529F
Price$39.14
Change+$0.27 (+0.69%)
VolumeN/A
Net Assets265.62B
Putnam Dynamic Asset Allocation Bal A
Price$17.40
Change-$0.03 (-0.17%)
VolumeN/A
Net Assets2.33B
CLBFX vs PABAX Comparison Chart in %
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CLBFX vs. PABAX commentary
Oct 21, 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 Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 266B vs. PABAX (2.33B). PABAX pays higher dividends than CLBFX: PABAX (2.46) vs CLBFX (1.89). 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 : 9.53 vs. PABAX (2.05). CLBFX return over 5 years is better than : 47.53 vs. PABAX (21.96).
| 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 | 15.564 | 11.961 | 130% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 2.33B | 11,431% |
| Annual Yield % from dividends | 1.89 | 2.46 | 77% |
| Returns for 1 year | 9.53 | 2.05 | 465% |
| Returns for 3 years | 52.41 | 36.99 | 142% |
| Returns for 5 years | 47.53 | 21.96 | 216% |
| Returns for 10 years | 89.57 | 39.63 | 226% |
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