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CLBAX vs PAADX
CLBAX vs PAADX Comparison
Open Charts CLBAX vs PAADX
American Funds American Balanced 529A
Price$38.93
Change+$0.05 (+0.13%)
VolumeN/A
Net Assets265.37B
Putnam Dynamic Asset Allocation Bal R5
Price$17.60
Change+$0.04 (+0.23%)
VolumeN/A
Net Assets2.32B
CLBAX vs PAADX Comparison Chart in %
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CLBAX vs. PAADX 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 CLBAX is a Buy and PAADX is a Hold.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 265B vs. PAADX (2.32B). PAADX pays higher dividends than CLBAX: PAADX (2.56) vs CLBAX (1.76). 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 : 8.72 vs. PAADX (2.64). CLBAX return over 5 years is better than : 43.96 vs. PAADX (22.21).
| 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 | 14.656 | 12.135 | 121% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 265B | 2.32B | 11,427% |
| Annual Yield % from dividends | 1.76 | 2.56 | 69% |
| Returns for 1 year | 8.72 | 2.64 | 331% |
| Returns for 3 years | 51.33 | 37.88 | 136% |
| Returns for 5 years | 43.96 | 22.21 | 198% |
| Returns for 10 years | 88.01 | 44.25 | 199% |
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