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CLBFX vs PAAEX
CLBFX vs PAAEX Comparison
Open Charts CLBFX vs PAAEX
American Funds American Balanced 529F
Price$37.50
Change+$0.13 (+0.35%)
VolumeN/A
Net Assets269.37B
Putnam Dynamic Asset Allocation Bal R6
Price$17.10
Change+$0.04 (+0.23%)
VolumeN/A
Net Assets2.39B
CLBFX vs PAAEX Comparison Chart in %
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CLBFX vs. PAAEX commentary
Dec 26, 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 PAAEX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 269B vs. PAAEX (2.39B). PAAEX pays higher dividends than CLBFX: PAAEX (3.39) vs CLBFX (1.83). 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: 158.00 vs. CLBFX (44.00). PAAEX has a lower initial minimum investment than CLBFX: PAAEX (0) vs CLBFX (250). CLBFX (9.28) and PAAEX (9.20) have marching annual gain over last year. CLBFX return over 5 years is better than : 37.42 vs. PAAEX (14.96).
| 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 | 10.722 | 10.574 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 2.39B | 11,241% |
| Annual Yield % from dividends | 1.83 | 3.39 | 54% |
| Returns for 1 year | 9.28 | 9.20 | 101% |
| Returns for 3 years | 38.20 | 36.96 | 103% |
| Returns for 5 years | 37.42 | 14.96 | 250% |
| Returns for 10 years | 88.92 | 50.94 | 175% |
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