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BALCX vs PAADX
BALCX vs PAADX Comparison
Open Charts BALCX vs PAADX
American Funds American Balanced C
Price$38.45
Change+$0.10 (+0.26%)
VolumeN/A
Net Assets262.74B
Putnam Dynamic Asset Allocation Bal R5
Price$17.41
Change+$0.02 (+0.12%)
VolumeN/A
Net Assets2.31B
BALCX vs PAADX Comparison Chart in %
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BALCX vs. PAADX commentary
Nov 20, 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: 263B vs. PAADX (2.32B). PAADX pays higher dividends than BALCX: PAADX (3.33) vs BALCX (1.10). 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 : 8.17 vs. PAADX (2.28). BALCX return over 5 years is better than : 34.58 vs. PAADX (19.42).
| 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 | 13.334 | 11.870 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 2.32B | 11,361% |
| Annual Yield % from dividends | 1.10 | 3.33 | 33% |
| Returns for 1 year | 8.17 | 2.28 | 359% |
| Returns for 3 years | 38.17 | 31.55 | 121% |
| Returns for 5 years | 34.58 | 19.42 | 178% |
| Returns for 10 years | 63.59 | 42.14 | 151% |
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