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CLBAX vs PAADX
CLBAX vs PAADX Comparison
Open Charts CLBAX vs PAADX
American Funds American Balanced 529A
Price$38.32
Change-$0.56 (-1.44%)
VolumeN/A
Net Assets269.72B
Putnam Dynamic Asset Allocation Bal R5
Price$17.32
Change-$0.35 (-1.98%)
VolumeN/A
Net Assets2.41B
CLBAX vs PAADX Comparison Chart in %
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CLBAX vs. PAADX commentary
Feb 04, 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 CLBAX is a Hold and PAADX is a Buy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 270B vs. PAADX (2.41B). PAADX pays higher dividends than CLBAX: PAADX (3.41) vs CLBAX (1.89). CLBAX was incepted earlier than PAADX: CLBAX (24 years) vs PAADX (14 years). PAADX (0.71) is less costly to investors than CLBAX (0.58). PAADX is a more actively managed with annual turnover of: 158.00 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 : 11.35 vs. PAADX (10.18). CLBAX return over 5 years is better than : 37.40 vs. PAADX (12.76).
| 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 | 14 years | - |
| Gain YTD | 2.460 | 1.524 | 161% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 2.41B | 11,185% |
| Annual Yield % from dividends | 1.89 | 3.41 | 55% |
| Returns for 1 year | 11.35 | 10.18 | 112% |
| Returns for 3 years | 36.75 | 31.80 | 116% |
| Returns for 5 years | 37.40 | 12.76 | 293% |
| Returns for 10 years | 100.85 | 62.55 | 161% |
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