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CLBFX vs PABAX
CLBFX vs PABAX Comparison
Open Charts CLBFX vs PABAX
American Funds American Balanced 529F
Price$32.85
Change-$0.08 (-0.24%)
VolumeN/A
Net Assets224.9B
Putnam Dynamic Asset Allocation Bal A
Price$15.04
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets2.01B
CLBFX vs PABAX Comparison Chart
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CLBFX vs. PABAX commentary
Apr 19, 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: 225B vs. PABAX (2.01B). PABAX pays higher dividends than CLBFX: PABAX (2.72) vs CLBFX (2.14). CLBFX was incepted earlier than PABAX: CLBFX (23 years) vs PABAX (31 years). PABAX (0.93) is less costly to investors than CLBFX (0.68). PABAX is a more actively managed with annual turnover of: 222.00 vs. CLBFX (171.00). 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 : 2.73 vs. PABAX (-1.92). CLBFX return over 5 years is better than : 34.54 vs. PABAX (17.79).
| CLBFX | PABAX | CLBFX / PABAX | |
| Total Expense Ratio | 0.68 | 0.93 | 73% |
| Annual Report Gross Expense Ratio | 0.68 | 0.93 | 73% |
| Fund Existence | 23 years | 31 years | - |
| Gain YTD | -3.641 | -4.272 | 85% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 225B | 2.01B | 11,188% |
| Annual Yield % from dividends | 2.14 | 2.72 | 79% |
| Returns for 1 year | 2.73 | -1.92 | -142% |
| Returns for 3 years | 11.65 | 3.26 | 357% |
| Returns for 5 years | 34.54 | 17.79 | 194% |
| Returns for 10 years | 59.09 | 16.97 | 348% |
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