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BALCX vs PAADX
BALCX vs PAADX Comparison
Open Charts BALCX vs PAADX
American Funds American Balanced C
Price$38.78
Change+$0.17 (+0.44%)
VolumeN/A
Net Assets266.1B
Putnam Dynamic Asset Allocation Bal R5
Price$17.72
Change+$0.05 (+0.28%)
VolumeN/A
Net Assets2.34B
BALCX vs PAADX Comparison Chart in %
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BALCX vs. PAADX commentary
Oct 09, 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 Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 266B vs. PAADX (2.34B). PAADX pays higher dividends than BALCX: PAADX (2.56) vs BALCX (1.12). BALCX was incepted earlier than PAADX: BALCX (25 years) vs PAADX (13 years). BALCX (1.31) is less costly to investors than PAADX (0.71). PAADX is a more actively managed with annual turnover of: 222.00 vs. BALCX (44.00). 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 : 9.12 vs. PAADX (4.04). BALCX return over 5 years is better than : 38.19 vs. PAADX (23.12).
| BALCX | PAADX | BALCX / PAADX | |
| Total Expense Ratio | 1.31 | 0.71 | 185% |
| Annual Report Gross Expense Ratio | 1.31 | 0.71 | 185% |
| Fund Existence | 25 years | 13 years | - |
| Gain YTD | 14.307 | 12.899 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 2.34B | 11,392% |
| Annual Yield % from dividends | 1.12 | 2.56 | 44% |
| Returns for 1 year | 9.12 | 4.04 | 226% |
| Returns for 3 years | 48.69 | 39.85 | 122% |
| Returns for 5 years | 38.19 | 23.12 | 165% |
| Returns for 10 years | 69.62 | 45.94 | 152% |
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