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CLBFX vs PAADX
CLBFX vs PAADX Comparison
Open Charts CLBFX vs PAADX
American Funds American Balanced 529F
Price$37.54
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
CLBFX vs PAADX Comparison Chart in %
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CLBFX 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 CLBFX is a StrongBuy and PAADX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 269B vs. PAADX (2.4B). PAADX pays higher dividends than CLBFX: PAADX (3.31) vs CLBFX (1.83). 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: 158.00 vs. CLBFX (44.00). PAADX has a lower initial minimum investment than CLBFX: PAADX (0) vs CLBFX (250). CLBFX (9.21) and PAADX (9.08) have marching annual gain over last year. CLBFX return over 5 years is better than : 37.57 vs. PAADX (14.67).
| 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 | 10.840 | 10.584 | 102% |
| Front Load | N/A | 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 | 1.83 | 3.31 | 55% |
| Returns for 1 year | 9.21 | 9.08 | 101% |
| Returns for 3 years | 38.59 | 37.49 | 103% |
| Returns for 5 years | 37.57 | 14.67 | 256% |
| Returns for 10 years | 88.41 | 49.39 | 179% |
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