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CLBFX vs PAAEX
CLBFX vs PAAEX Comparison
Open Charts CLBFX vs PAAEX
American Funds American Balanced 529F
Price$38.87
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.62B
Putnam Dynamic Asset Allocation Bal R6
Price$17.50
Change+$0.04 (+0.23%)
VolumeN/A
Net Assets2.33B
CLBFX vs PAAEX Comparison Chart in %
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CLBFX vs. PAAEX commentary
Oct 21, 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 PAAEX is a Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 266B vs. PAAEX (2.33B). PAAEX pays higher dividends than CLBFX: PAAEX (2.61) vs CLBFX (1.89). CLBFX was incepted earlier than PAAEX: CLBFX (23 years) vs PAAEX (13 years). CLBFX (0.67) is less costly to investors than PAAEX (0.61). PAAEX is a more actively managed with annual turnover of: 222.00 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 : 8.84 vs. PAAEX (2.64). CLBFX return over 5 years is better than : 45.11 vs. PAAEX (22.60).
| 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 | 13 years | - |
| Gain YTD | 14.767 | 12.173 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 2.33B | 11,431% |
| Annual Yield % from dividends | 1.89 | 2.61 | 72% |
| Returns for 1 year | 8.84 | 2.64 | 334% |
| Returns for 3 years | 52.03 | 38.05 | 137% |
| Returns for 5 years | 45.11 | 22.60 | 200% |
| Returns for 10 years | 91.64 | 45.31 | 202% |
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