Interact to see
Advertisement
Advertisement
CLBFX vs PAAEX
CLBFX vs PAAEX Comparison
Open Charts CLBFX vs PAAEX
American Funds American Balanced 529F
Price$38.94
Change-$0.48 (-1.22%)
VolumeN/A
Net Assets268.67B
Putnam Dynamic Asset Allocation Bal R6
Price$17.51
Change-$0.18 (-1.02%)
VolumeN/A
Net Assets2.34B
CLBFX vs PAAEX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CLBFX vs. PAAEX 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 PAAEX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 269B vs. PAAEX (2.34B). PAAEX pays higher dividends than CLBFX: PAAEX (3.41) vs CLBFX (1.86). 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 : 10.11 vs. PAAEX (3.79). CLBFX return over 5 years is better than : 44.32 vs. PAAEX (22.69).
| 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 | 16.391 | 14.389 | 114% |
| 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 | 3.41 | 55% |
| Returns for 1 year | 10.11 | 3.79 | 267% |
| Returns for 3 years | 44.93 | 34.17 | 131% |
| Returns for 5 years | 44.32 | 22.69 | 195% |
| Returns for 10 years | 94.43 | 49.01 | 193% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement