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AABCX vs RLBCX
AABCX vs RLBCX Comparison
Open Charts AABCX vs RLBCX
Putnam Dynamic Asset Allocation Bal C
Price$14.62
Change-$0.43 (-2.86%)
VolumeN/A
Net Assets2.11B
American Funds American Balanced R3
Price$33.27
Change-$0.87 (-2.55%)
VolumeN/A
Net Assets235.03B
AABCX vs RLBCX Comparison Chart
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AABCX vs. RLBCX commentary
Apr 04, 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 AABCX is a Hold and RLBCX is a Buy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 235B vs. AABCX (2.11B). AABCX pays higher dividends than RLBCX: AABCX (2.07) vs RLBCX (1.69). AABCX was incepted earlier than RLBCX: AABCX (31 years) vs RLBCX (23 years). AABCX (1.68) is less costly to investors than RLBCX (0.89). AABCX is a more actively managed with annual turnover of: 222.00 vs. RLBCX (171.00). AABCX has a lower initial minimum investment than RLBCX: AABCX (0) vs RLBCX (250). RLBCX annual gain was more profitable for investors over the last year : 1.03 vs. AABCX (-1.67). RLBCX return over 5 years is better than : 44.21 vs. AABCX (27.94).
| AABCX | RLBCX | AABCX / RLBCX | |
| Total Expense Ratio | 1.68 | 0.89 | 189% |
| Annual Report Gross Expense Ratio | 1.68 | 0.89 | 189% |
| Fund Existence | 31 years | 23 years | - |
| Gain YTD | -0.265 | -2.233 | 12% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.11B | 235B | 1% |
| Annual Yield % from dividends | 2.07 | 1.69 | 122% |
| Returns for 1 year | -1.67 | 1.03 | -163% |
| Returns for 3 years | 1.20 | 8.35 | 14% |
| Returns for 5 years | 27.94 | 44.21 | 63% |
| Returns for 10 years | 12.61 | 45.29 | 28% |
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