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BALCX vs PAADX
BALCX vs PAADX Comparison
Open Charts BALCX vs PAADX
American Funds American Balanced C
Price$35.00
Change-$0.35 (-0.99%)
VolumeN/A
Net Assets242.17B
Putnam Dynamic Asset Allocation Bal R5
Price$16.38
Change-$0.16 (-0.97%)
VolumeN/A
Net Assets2.15B
BALCX vs PAADX Comparison Chart
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BALCX vs. PAADX commentary
Feb 23, 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 Hold and PAADX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 242B vs. PAADX (2.15B). PAADX pays higher dividends than BALCX: PAADX (1.82) vs BALCX (1.59). BALCX was incepted earlier than PAADX: BALCX (24 years) vs PAADX (13 years). PAADX is a more actively managed with annual turnover of: 302.00 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 : 8.38 vs. PAADX (5.28). BALCX return over 5 years is better than : 26.14 vs. PAADX (15.58).
| BALCX | PAADX | BALCX / PAADX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 13 years | - |
| Gain YTD | 2.790 | 2.375 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242B | 2.15B | 11,240% |
| Annual Yield % from dividends | 1.59 | 1.82 | 87% |
| Returns for 1 year | 8.38 | 5.28 | 159% |
| Returns for 3 years | 15.69 | 9.91 | 158% |
| Returns for 5 years | 26.14 | 15.58 | 168% |
| Returns for 10 years | 46.66 | 28.17 | 166% |
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