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CLBFX vs PAAEX
CLBFX vs PAAEX Comparison
Open Charts CLBFX vs PAAEX
American Funds American Balanced 529F
Price$38.21
Change-$0.05 (-0.13%)
VolumeN/A
Net Assets269.72B
Putnam Dynamic Asset Allocation Bal R6
Price$17.22
Change-$0.36 (-2.05%)
VolumeN/A
Net Assets2.41B
CLBFX vs PAAEX Comparison Chart in %
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CLBFX vs. PAAEX 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 PAAEX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 270B vs. PAAEX (2.41B). PAAEX pays higher dividends than CLBFX: PAAEX (3.50) vs CLBFX (2.03). CLBFX was incepted earlier than PAAEX: CLBFX (23 years) vs PAAEX (14 years). CLBFX (0.67) is less costly to investors than PAAEX (0.61). PAAEX is a more actively managed with annual turnover of: 158.00 vs. CLBFX (44.00). PAAEX has a lower initial minimum investment than CLBFX: PAAEX (0) vs CLBFX (250). CLBFX annual gain was more profitable for investors over the last year : 11.50 vs. PAAEX (10.25). CLBFX return over 5 years is better than : 38.44 vs. PAAEX (13.15).
| CLBFX | PAAEX | CLBFX / PAAEX | |
| Total Expense Ratio | 0.67 | 0.61 | 110% |
| Annual Report Gross Expense Ratio | 0.67 | 0.61 | 110% |
| Fund Existence | 23 years | 14 years | - |
| Gain YTD | 2.464 | 1.533 | 161% |
| 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 | 3.50 | 58% |
| Returns for 1 year | 11.50 | 10.25 | 112% |
| Returns for 3 years | 37.33 | 32.06 | 116% |
| Returns for 5 years | 38.44 | 13.15 | 292% |
| Returns for 10 years | 104.71 | 63.65 | 164% |
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