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CLBFX vs PABAX
CLBFX vs PABAX Comparison
Open Charts CLBFX vs PABAX
American Funds American Balanced 529F
Price$37.50
Change+$0.13 (+0.35%)
VolumeN/A
Net Assets269.37B
Putnam Dynamic Asset Allocation Bal A
Price$17.03
Change+$0.03 (+0.18%)
VolumeN/A
Net Assets2.39B
CLBFX vs PABAX Comparison Chart in %
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CLBFX vs. PABAX commentary
Dec 27, 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 PABAX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 269B vs. PABAX (2.39B). PABAX pays higher dividends than CLBFX: PABAX (3.17) vs CLBFX (1.83). CLBFX was incepted earlier than PABAX: CLBFX (23 years) vs PABAX (32 years). PABAX (0.93) is less costly to investors than CLBFX (0.67). PABAX is a more actively managed with annual turnover of: 158.00 vs. CLBFX (44.00). PABAX has a lower initial minimum investment than CLBFX: PABAX (0) vs CLBFX (250). CLBFX (9.28) and PABAX (8.90) have marching annual gain over last year. CLBFX return over 5 years is better than : 37.42 vs. PABAX (13.11).
| CLBFX | PABAX | CLBFX / PABAX | |
| Total Expense Ratio | 0.67 | 0.93 | 72% |
| Annual Report Gross Expense Ratio | 0.67 | 0.93 | 72% |
| Fund Existence | 23 years | 32 years | - |
| Gain YTD | 10.722 | 10.278 | 104% |
| Front Load | N/A | 6% | - |
| 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 | 3.17 | 58% |
| Returns for 1 year | 9.28 | 8.90 | 104% |
| Returns for 3 years | 38.20 | 35.72 | 107% |
| Returns for 5 years | 37.42 | 13.11 | 285% |
| Returns for 10 years | 88.92 | 46.69 | 190% |
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