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AMEFX vs PADEX
AMEFX vs PADEX Comparison
Open Charts AMEFX vs PADEX
American Funds Income Fund of Amer F2
Price$24.29
Change+$0.90 (+3.85%)
VolumeN/A
Net Assets118.26B
Putnam Dynamic Asset Allocation Gr R5
Price$19.56
Change+$1.28 (+7.00%)
VolumeN/A
Net Assets2.33B
AMEFX vs PADEX Comparison Chart
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AMEFX vs. PADEX commentary
Apr 11, 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 AMEFX is a Buy and PADEX is a Buy.
FUNDAMENTALS
Fundamentals
AMEFX has more cash in the bank: 118B vs. PADEX (2.33B). AMEFX pays higher dividends than PADEX: AMEFX (4.05) vs PADEX (2.11). AMEFX was incepted earlier than PADEX: AMEFX (17 years) vs PADEX (13 years). PADEX (0.78) is less costly to investors than AMEFX (0.37). PADEX is a more actively managed with annual turnover of: 133.00 vs. AMEFX (92.00). PADEX has a lower initial minimum investment than AMEFX: PADEX (0) vs AMEFX (250). AMEFX annual gain was more profitable for investors over the last year : 1.24 vs. PADEX (-9.90). AMEFX (31.94) and PADEX (31.08) have equivalent 5 years return.
| AMEFX | PADEX | AMEFX / PADEX | |
| Total Expense Ratio | 0.37 | 0.78 | 47% |
| Annual Report Gross Expense Ratio | 0.37 | 0.78 | 47% |
| Fund Existence | 17 years | 13 years | - |
| Gain YTD | -3.373 | -10.742 | 31% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 118B | 2.33B | 5,056% |
| Annual Yield % from dividends | 4.05 | 2.11 | 192% |
| Returns for 1 year | 1.24 | -9.90 | -13% |
| Returns for 3 years | 1.08 | 2.99 | 36% |
| Returns for 5 years | 31.94 | 31.08 | 103% |
| Returns for 10 years | 26.49 | 21.66 | 122% |