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CLBAX vs PAADX
CLBAX vs PAADX Comparison
Open Charts CLBAX vs PAADX
American Funds American Balanced 529A
Price$37.60
Change+$0.04 (+0.11%)
VolumeN/A
Net Assets269.37B
Putnam Dynamic Asset Allocation Bal R5
Price$17.21
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets2.4B
CLBAX vs PAADX Comparison Chart in %
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CLBAX vs. PAADX commentary
Dec 28, 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 StrongBuy and PAADX is a Buy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 269B vs. PAADX (2.4B). PAADX pays higher dividends than CLBAX: PAADX (3.31) vs CLBAX (1.70). 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: 158.00 vs. CLBAX (44.00). PAADX has a lower initial minimum investment than CLBAX: PAADX (0) vs CLBAX (250). CLBAX (9.15) and PAADX (9.08) have marching annual gain over last year. CLBAX return over 5 years is better than : 36.56 vs. PAADX (14.67).
| 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 | 10.739 | 10.584 | 101% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 2.4B | 11,227% |
| Annual Yield % from dividends | 1.70 | 3.31 | 51% |
| Returns for 1 year | 9.15 | 9.08 | 101% |
| Returns for 3 years | 38.03 | 37.49 | 101% |
| Returns for 5 years | 36.56 | 14.67 | 249% |
| Returns for 10 years | 84.88 | 49.39 | 172% |
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