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BALCX vs PAADX
BALCX vs PAADX Comparison
Open Charts BALCX vs PAADX
American Funds American Balanced C
Price$32.84
Change+$0.35 (+1.08%)
VolumeN/A
Net Assets223.62B
Putnam Dynamic Asset Allocation Bal R5
Price$15.14
Change+$0.15 (+1.00%)
VolumeN/A
Net Assets1.99B
BALCX vs PAADX Comparison Chart
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BALCX vs. PAADX commentary
Apr 12, 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 BALCX is a Buy and PAADX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 224B vs. PAADX (1.99B). PAADX pays higher dividends than BALCX: PAADX (2.93) vs BALCX (1.28). BALCX was incepted earlier than PAADX: BALCX (24 years) vs PAADX (13 years). BALCX (1.32) is less costly to investors than PAADX (0.71). PAADX is a more actively managed with annual turnover of: 222.00 vs. BALCX (171.00). PAADX has a lower initial minimum investment than BALCX: PAADX (0) vs BALCX (250). BALCX annual gain was more profitable for investors over the last year : 0.12 vs. PAADX (-4.93). BALCX return over 5 years is better than : 31.24 vs. PAADX (19.93).
| BALCX | PAADX | BALCX / PAADX | |
| Total Expense Ratio | 1.32 | 0.71 | 186% |
| Annual Report Gross Expense Ratio | 1.32 | 0.71 | 186% |
| Fund Existence | 24 years | 13 years | - |
| Gain YTD | -3.425 | -5.380 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 224B | 1.99B | 11,268% |
| Annual Yield % from dividends | 1.28 | 2.93 | 44% |
| Returns for 1 year | 0.12 | -4.93 | -2% |
| Returns for 3 years | 8.46 | 2.75 | 308% |
| Returns for 5 years | 31.24 | 19.93 | 157% |
| Returns for 10 years | 39.73 | 18.11 | 219% |