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BALCX vs PAADX
BALCX vs PAADX Comparison
Open Charts BALCX vs PAADX
American Funds American Balanced C
Price$37.26
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets255.46B
Putnam Dynamic Asset Allocation Bal R5
Price$17.24
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets2.27B
BALCX vs PAADX Comparison Chart in %
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BALCX vs. PAADX commentary
Aug 29, 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: 255B vs. PAADX (2.27B). PAADX pays higher dividends than BALCX: PAADX (3.14) vs BALCX (1.18). 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 : 6.50 vs. PAADX (2.25). BALCX return over 5 years is better than : 32.76 vs. PAADX (19.66).
| 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 | 9.716 | 9.778 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 255B | 2.27B | 11,238% |
| Annual Yield % from dividends | 1.18 | 3.14 | 38% |
| Returns for 1 year | 6.50 | 2.25 | 289% |
| Returns for 3 years | 31.96 | 26.31 | 121% |
| Returns for 5 years | 32.76 | 19.66 | 167% |
| Returns for 10 years | 65.25 | 42.72 | 153% |
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