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AABCX vs RLBFX
AABCX vs RLBFX Comparison
Open Charts AABCX vs RLBFX
Putnam Dynamic Asset Allocation Bal C
Price$14.62
Change-$0.43 (-2.86%)
VolumeN/A
Net Assets2.11B
American Funds American Balanced R5
Price$33.54
Change-$0.88 (-2.56%)
VolumeN/A
Net Assets235.03B
AABCX vs RLBFX Comparison Chart
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AABCX vs. RLBFX 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 RLBFX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 235B vs. AABCX (2.11B). RLBFX pays higher dividends than AABCX: RLBFX (2.26) vs AABCX (2.07). AABCX was incepted earlier than RLBFX: AABCX (31 years) vs RLBFX (23 years). AABCX (1.68) is less costly to investors than RLBFX (0.30). AABCX is a more actively managed with annual turnover of: 222.00 vs. RLBFX (171.00). AABCX has a lower initial minimum investment than RLBFX: AABCX (0) vs RLBFX (250). RLBFX annual gain was more profitable for investors over the last year : 1.68 vs. AABCX (-1.67). RLBFX return over 5 years is better than : 48.03 vs. AABCX (27.94).
| AABCX | RLBFX | AABCX / RLBFX | |
| Total Expense Ratio | 1.68 | 0.30 | 560% |
| Annual Report Gross Expense Ratio | 1.68 | 0.30 | 560% |
| Fund Existence | 31 years | 23 years | - |
| Gain YTD | -0.265 | -2.099 | 13% |
| 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 | 2.26 | 92% |
| Returns for 1 year | -1.67 | 1.68 | -100% |
| Returns for 3 years | 1.20 | 9.95 | 12% |
| Returns for 5 years | 27.94 | 48.03 | 58% |
| Returns for 10 years | 12.61 | 50.46 | 25% |