CLBFX
Price
$38.26
Change
-$0.56 (-1.44%)
Updated
Feb 3 closing price
Net Assets
269.72B
PAADX
Price
$17.32
Change
-$0.35 (-1.98%)
Updated
Feb 3 closing price
Net Assets
2.41B
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CLBFX vs PAADX

Header iconCLBFX vs PAADX Comparison
Open Charts CLBFX vs PAADXBanner chart's image
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 05, 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.

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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).
CLBFXPAADXCLBFX / PAADX
Total Expense Ratio0.670.7194%
Annual Report Gross Expense Ratio0.670.7194%
Fund Existence23 years14 years-
Gain YTD2.4641.524162%
Front LoadN/AN/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets270B2.41B11,185%
Annual Yield % from dividends2.033.4160%
Returns for 1 year11.5010.18113%
Returns for 3 years37.3331.80117%
Returns for 5 years38.4412.76301%
Returns for 10 years104.7162.55167%
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