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CLBFX vs PAADX
CLBFX vs PAADX Comparison
Open Charts CLBFX vs PAADX
American Funds American Balanced 529F
Price$38.87
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.37B
Putnam Dynamic Asset Allocation Bal R5
Price$17.60
Change+$0.04 (+0.23%)
VolumeN/A
Net Assets2.32B
CLBFX vs PAADX Comparison Chart in %
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CLBFX 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 CLBFX is a Buy and PAADX is a Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 265B vs. PAADX (2.32B). PAADX pays higher dividends than CLBFX: PAADX (2.56) vs CLBFX (1.89). CLBFX was incepted earlier than PAADX: CLBFX (23 years) vs PAADX (13 years). PAADX (0.71) is less costly to investors than CLBFX (0.67). PAADX is a more actively managed with annual turnover of: 222.00 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 : 8.84 vs. PAADX (2.64). CLBFX return over 5 years is better than : 45.11 vs. PAADX (22.21).
| 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 | 13 years | - |
| Gain YTD | 14.767 | 12.135 | 122% |
| Front Load | N/A | 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 | 1.89 | 2.56 | 74% |
| Returns for 1 year | 8.84 | 2.64 | 335% |
| Returns for 3 years | 52.03 | 37.88 | 137% |
| Returns for 5 years | 45.11 | 22.21 | 203% |
| Returns for 10 years | 91.64 | 44.25 | 207% |
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