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CLBFX vs PAADX
CLBFX vs PAADX Comparison
Open Charts CLBFX vs PAADX
American Funds American Balanced 529F
Price$38.94
Change-$0.48 (-1.22%)
VolumeN/A
Net Assets268.67B
Putnam Dynamic Asset Allocation Bal R5
Price$17.60
Change-$0.19 (-1.07%)
VolumeN/A
Net Assets2.34B
CLBFX vs PAADX Comparison Chart in %
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CLBFX vs. PAADX commentary
Nov 14, 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 Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 269B vs. PAADX (2.34B). PAADX pays higher dividends than CLBFX: PAADX (3.33) vs CLBFX (1.86). 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 : 10.11 vs. PAADX (3.75). CLBFX return over 5 years is better than : 44.32 vs. PAADX (22.26).
| 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 | 16.391 | 14.311 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 2.34B | 11,486% |
| Annual Yield % from dividends | 1.86 | 3.33 | 56% |
| Returns for 1 year | 10.11 | 3.75 | 270% |
| Returns for 3 years | 44.93 | 33.95 | 132% |
| Returns for 5 years | 44.32 | 22.26 | 199% |
| Returns for 10 years | 94.43 | 47.87 | 197% |
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