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CLBFX vs PABAX
CLBFX vs PABAX Comparison
Open Charts CLBFX vs PABAX
American Funds American Balanced 529F
Price$37.32
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
Putnam Dynamic Asset Allocation Bal A
Price$16.99
Change-$0.02 (-0.12%)
VolumeN/A
Net Assets2.27B
CLBFX vs PABAX Comparison Chart in %
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CLBFX vs. PABAX commentary
Aug 16, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 256B vs. PABAX (2.27B). PABAX pays higher dividends than CLBFX: PABAX (2.98) vs CLBFX (1.97). 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 : 8.11 vs. PABAX (3.26). CLBFX return over 5 years is better than : 40.98 vs. PABAX (19.89).
| 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 | 9.847 | 9.263 | 106% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 2.27B | 11,273% |
| Annual Yield % from dividends | 1.97 | 2.98 | 66% |
| Returns for 1 year | 8.11 | 3.26 | 249% |
| Returns for 3 years | 31.15 | 20.75 | 150% |
| Returns for 5 years | 40.98 | 19.89 | 206% |
| Returns for 10 years | 82.32 | 34.65 | 238% |
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