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CLBFX vs PABAX
CLBFX vs PABAX Comparison
Open Charts CLBFX vs PABAX
American Funds American Balanced 529F
Price$34.26
Change+$0.05 (+0.15%)
VolumeN/A
Net Assets234.05B
Putnam Dynamic Asset Allocation Bal A
Price$15.75
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets2.11B
CLBFX vs PABAX Comparison Chart
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CLBFX vs. PABAX commentary
May 09, 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: 234B vs. PABAX (2.11B). PABAX pays higher dividends than CLBFX: PABAX (2.71) vs CLBFX (2.15). 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 : 4.89 vs. PABAX (-0.14). CLBFX return over 5 years is better than : 39.69 vs. PABAX (21.52).
| 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 | 0.495 | 0.183 | 270% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 234B | 2.11B | 11,090% |
| Annual Yield % from dividends | 2.15 | 2.71 | 79% |
| Returns for 1 year | 4.89 | -0.14 | -3,485% |
| Returns for 3 years | 23.73 | 15.86 | 150% |
| Returns for 5 years | 39.69 | 21.52 | 184% |
| Returns for 10 years | 65.92 | 22.82 | 289% |
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