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BALCX vs PAADX
BALCX vs PAADX Comparison
Open Charts BALCX vs PAADX
American Funds American Balanced C
Price$36.49
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets251.3B
Putnam Dynamic Asset Allocation Bal R5
Price$16.87
Change+$0.04 (+0.24%)
VolumeN/A
Net Assets2.22B
BALCX vs PAADX Comparison Chart in %
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BALCX vs. PAADX commentary
Jul 18, 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: 251B vs. PAADX (2.22B). PAADX pays higher dividends than BALCX: PAADX (2.27) vs BALCX (1.19). 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 : 4.86 vs. PAADX (-0.31). BALCX return over 5 years is better than : 34.42 vs. PAADX (21.17).
| 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 | 7.449 | 6.235 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 251B | 2.22B | 11,327% |
| Annual Yield % from dividends | 1.19 | 2.27 | 52% |
| Returns for 1 year | 4.86 | -0.31 | -1,580% |
| Returns for 3 years | 32.64 | 26.75 | 122% |
| Returns for 5 years | 34.42 | 21.17 | 163% |
| Returns for 10 years | 55.09 | 32.22 | 171% |