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CLBAX vs PAADX
CLBAX vs PAADX Comparison
Open Charts CLBAX vs PAADX
American Funds American Balanced 529A
Price$38.98
Change-$0.49 (-1.24%)
VolumeN/A
Net Assets268.67B
Putnam Dynamic Asset Allocation Bal R5
Price$17.60
Change-$0.19 (-1.07%)
VolumeN/A
Net Assets2.34B
CLBAX vs PAADX Comparison Chart in %
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CLBAX vs. PAADX commentary
Nov 14, 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 CLBAX is a Buy and PAADX is a Buy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 269B vs. PAADX (2.34B). PAADX pays higher dividends than CLBAX: PAADX (3.33) vs CLBAX (1.73). CLBAX was incepted earlier than PAADX: CLBAX (24 years) vs PAADX (13 years). PAADX (0.71) is less costly to investors than CLBAX (0.58). PAADX is a more actively managed with annual turnover of: 222.00 vs. CLBAX (44.00). PAADX has a lower initial minimum investment than CLBAX: PAADX (0) vs CLBAX (250). CLBAX annual gain was more profitable for investors over the last year : 9.96 vs. PAADX (3.75). CLBAX return over 5 years is better than : 43.13 vs. PAADX (22.26).
| CLBAX | PAADX | CLBAX / PAADX | |
| Total Expense Ratio | 0.58 | 0.71 | 82% |
| Annual Report Gross Expense Ratio | 0.58 | 0.71 | 82% |
| Fund Existence | 24 years | 13 years | - |
| Gain YTD | 16.246 | 14.311 | 114% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 2.34B | 11,486% |
| Annual Yield % from dividends | 1.73 | 3.33 | 52% |
| Returns for 1 year | 9.96 | 3.75 | 266% |
| Returns for 3 years | 44.29 | 33.95 | 130% |
| Returns for 5 years | 43.13 | 22.26 | 194% |
| Returns for 10 years | 90.70 | 47.87 | 189% |
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