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BALCX vs PAADX
BALCX vs PAADX Comparison
Open Charts BALCX vs PAADX
American Funds American Balanced C
Price$35.50
Change+$0.08 (+0.23%)
VolumeN/A
Net Assets243.43B
Putnam Dynamic Asset Allocation Bal R5
Price$16.50
Change+$0.06 (+0.36%)
VolumeN/A
Net Assets2.17B
BALCX vs PAADX Comparison Chart
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BALCX vs. PAADX commentary
Jun 07, 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: 243B vs. PAADX (2.17B). PAADX pays higher dividends than BALCX: PAADX (2.82) vs BALCX (1.24). BALCX was incepted earlier than PAADX: BALCX (24 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 : 6.34 vs. PAADX (0.97). BALCX return over 5 years is better than : 30.67 vs. PAADX (19.94).
| BALCX | PAADX | BALCX / PAADX | |
| Total Expense Ratio | 1.31 | 0.71 | 185% |
| Annual Report Gross Expense Ratio | 1.31 | 0.71 | 185% |
| Fund Existence | 24 years | 13 years | - |
| Gain YTD | 4.397 | 3.773 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 243B | 2.17B | 11,188% |
| Annual Yield % from dividends | 1.24 | 2.82 | 44% |
| Returns for 1 year | 6.34 | 0.97 | 654% |
| Returns for 3 years | 20.09 | 16.05 | 125% |
| Returns for 5 years | 30.67 | 19.94 | 154% |
| Returns for 10 years | 52.83 | 31.10 | 170% |
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