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AABCX vs CLBFX
AABCX vs CLBFX Comparison
Open Charts AABCX vs CLBFX
Putnam Dynamic Asset Allocation Bal C
Price$16.32
Change+$0.03 (+0.18%)
VolumeN/A
Net Assets2.39B
American Funds American Balanced 529F
Price$38.36
Change+$0.14 (+0.37%)
VolumeN/A
Net Assets269.72B
AABCX vs CLBFX Comparison Chart in %
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AABCX vs. CLBFX commentary
Jan 16, 2026
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 Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 270B vs. AABCX (2.39B). AABCX pays higher dividends than CLBFX: AABCX (2.83) vs CLBFX (2.08). 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: 158.00 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 : 13.45 vs. AABCX (9.58). CLBFX return over 5 years is better than : 40.04 vs. AABCX (7.29).
| 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 | 1.115 | 2.732 | 41% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.39B | 270B | 1% |
| Annual Yield % from dividends | 2.83 | 2.08 | 136% |
| Returns for 1 year | 9.58 | 13.45 | 71% |
| Returns for 3 years | 29.43 | 38.90 | 76% |
| Returns for 5 years | 7.29 | 40.04 | 18% |
| Returns for 10 years | 44.20 | 106.51 | 42% |