Ad is loading...
BALCX vs PAADX
BALCX vs PAADX Comparison
Open Charts BALCX vs PAADX
American Funds American Balanced C
Price$33.99
Change-$0.81 (-2.33%)
VolumeN/A
CapitalizationN/A
Putnam Dynamic Asset Allocation Bal R5
Price$17.95
Change+$0.01 (+0.06%)
VolumeN/A
CapitalizationN/A
BALCX vs PAADX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
BALCX vs. PAADX commentary
Dec 19, 2024
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 StrongBuy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 241B vs. PAADX (2.17B). PAADX pays higher dividends than BALCX: PAADX (1.82) vs BALCX (1.59). BALCX was incepted earlier than PAADX: BALCX (24 years) vs PAADX (12 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). PAADX annual gain was more profitable for investors over the last year : 19.83 vs. BALCX (11.89). BALCX (28.93) and PAADX (28.62) have equivalent 5 years return.
| BALCX | PAADX | BALCX / PAADX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 12 years | - |
| Gain YTD | 10.937 | 18.662 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 241B | 2.17B | 11,121% |
| Annual Yield % from dividends | 1.59 | 1.82 | 87% |
| Returns for 1 year | 11.89 | 19.83 | 60% |
| Returns for 3 years | 10.17 | 13.46 | 76% |
| Returns for 5 years | 28.93 | 28.62 | 101% |
| Returns for 10 years | 40.96 | 43.92 | 93% |
View a ticker or compare two or three
VS
VS
Ad is loading...