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CLBFX vs PAADX
CLBFX vs PAADX Comparison
Open Charts CLBFX vs PAADX
American Funds American Balanced 529F
Price$38.26
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
CLBFX vs PAADX Comparison Chart in %
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CLBFX 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 CLBFX is a Hold and PAADX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 270B vs. PAADX (2.41B). PAADX pays higher dividends than CLBFX: PAADX (3.41) vs CLBFX (2.03). CLBFX was incepted earlier than PAADX: CLBFX (23 years) vs PAADX (14 years). PAADX (0.71) is less costly to investors than CLBFX (0.67). PAADX is a more actively managed with annual turnover of: 158.00 vs. CLBFX (44.00). PAADX has a lower initial minimum investment than CLBFX: PAADX (0) vs CLBFX (250). CLBFX annual gain was more profitable for investors over the last year : 11.50 vs. PAADX (10.18). CLBFX return over 5 years is better than : 38.44 vs. PAADX (12.76).
| CLBFX | PAADX | CLBFX / PAADX | |
| Total Expense Ratio | 0.67 | 0.71 | 94% |
| Annual Report Gross Expense Ratio | 0.67 | 0.71 | 94% |
| Fund Existence | 23 years | 14 years | - |
| Gain YTD | 2.464 | 1.524 | 162% |
| Front Load | N/A | 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 | 2.03 | 3.41 | 60% |
| Returns for 1 year | 11.50 | 10.18 | 113% |
| Returns for 3 years | 37.33 | 31.80 | 117% |
| Returns for 5 years | 38.44 | 12.76 | 301% |
| Returns for 10 years | 104.71 | 62.55 | 167% |
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