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CLBFX vs PABAX
CLBFX vs PABAX Comparison
Open Charts CLBFX vs PABAX
American Funds American Balanced 529F
Price$37.07
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets254.37B
Putnam Dynamic Asset Allocation Bal A
Price$16.80
Change+$0.04 (+0.24%)
VolumeN/A
Net Assets2.25B
CLBFX vs PABAX Comparison Chart in %
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CLBFX vs. PABAX commentary
Jul 27, 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: 254B vs. PABAX (2.25B). PABAX pays higher dividends than CLBFX: PABAX (2.13) vs CLBFX (1.99). 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 : 10.40 vs. PABAX (4.31). CLBFX return over 5 years is better than : 42.59 vs. PABAX (21.55).
| 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 | 9.111 | 7.914 | 115% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 2.25B | 11,284% |
| Annual Yield % from dividends | 1.99 | 2.13 | 94% |
| Returns for 1 year | 10.40 | 4.31 | 241% |
| Returns for 3 years | 36.42 | 25.87 | 141% |
| Returns for 5 years | 42.59 | 21.55 | 198% |
| Returns for 10 years | 81.10 | 33.17 | 245% |
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