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CLBFX vs PABAX
CLBFX vs PABAX Comparison
Open Charts CLBFX vs PABAX
American Funds American Balanced 529F
Price$38.03
Change+$0.15 (+0.40%)
VolumeN/A
Net Assets259.11B
Putnam Dynamic Asset Allocation Bal A
Price$17.17
Change+$0.02 (+0.12%)
VolumeN/A
Net Assets2.29B
CLBFX vs PABAX Comparison Chart in %
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CLBFX vs. PABAX commentary
Sep 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 259B vs. PABAX (2.29B). PABAX pays higher dividends than CLBFX: PABAX (2.92) vs CLBFX (1.94). 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 : 11.47 vs. PABAX (3.74). CLBFX return over 5 years is better than : 43.09 vs. PABAX (20.39).
| 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 | 11.495 | 10.291 | 112% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259B | 2.29B | 11,290% |
| Annual Yield % from dividends | 1.94 | 2.92 | 67% |
| Returns for 1 year | 11.47 | 3.74 | 307% |
| Returns for 3 years | 38.35 | 29.92 | 128% |
| Returns for 5 years | 43.09 | 20.39 | 211% |
| Returns for 10 years | 92.75 | 41.26 | 225% |
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