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AABCX vs CLBFX
AABCX vs CLBFX Comparison
Open Charts AABCX vs CLBFX
Putnam Dynamic Asset Allocation Bal C
Price$16.65
Change+$0.04 (+0.24%)
VolumeN/A
Net Assets2.33B
American Funds American Balanced 529F
Price$38.87
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.62B
AABCX vs CLBFX Comparison Chart in %
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AABCX vs. CLBFX commentary
Oct 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 AABCX is a Hold and CLBFX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 266B vs. AABCX (2.33B). AABCX pays higher dividends than CLBFX: AABCX (2.15) vs CLBFX (1.89). AABCX was incepted earlier than CLBFX: AABCX (31 years) vs CLBFX (23 years). AABCX (1.68) is less costly to investors than CLBFX (0.67). AABCX is a more actively managed with annual turnover of: 222.00 vs. CLBFX (44.00). AABCX has a lower initial minimum investment than CLBFX: AABCX (0) vs CLBFX (250). CLBFX annual gain was more profitable for investors over the last year : 8.84 vs. AABCX (1.24). CLBFX return over 5 years is better than : 45.11 vs. AABCX (15.12).
| AABCX | CLBFX | AABCX / CLBFX | |
| Total Expense Ratio | 1.68 | 0.67 | 251% |
| Annual Report Gross Expense Ratio | 1.68 | 0.67 | 251% |
| Fund Existence | 31 years | 23 years | - |
| Gain YTD | 11.304 | 14.767 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.33B | 266B | 1% |
| Annual Yield % from dividends | 2.15 | 1.89 | 114% |
| Returns for 1 year | 1.24 | 8.84 | 14% |
| Returns for 3 years | 32.92 | 52.03 | 63% |
| Returns for 5 years | 15.12 | 45.11 | 34% |
| Returns for 10 years | 29.61 | 91.64 | 32% |
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