Ad is loading...
BALCX vs PAAEX
BALCX vs PAAEX Comparison
Open Charts BALCX vs PAAEX
American Funds American Balanced C
Price$34.07
Change+$0.05 (+0.15%)
VolumeN/A
Net Assets234.05B
Putnam Dynamic Asset Allocation Bal R6
Price$15.81
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets2.11B
BALCX vs PAAEX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
BALCX vs. PAAEX commentary
May 09, 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 PAAEX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 234B vs. PAAEX (2.11B). PAAEX pays higher dividends than BALCX: PAAEX (3.01) vs BALCX (1.29). BALCX was incepted earlier than PAAEX: BALCX (24 years) vs PAAEX (13 years). BALCX (1.31) is less costly to investors than PAAEX (0.61). PAAEX is a more actively managed with annual turnover of: 222.00 vs. BALCX (44.00). PAAEX has a lower initial minimum investment than BALCX: PAAEX (0) vs BALCX (250). BALCX annual gain was more profitable for investors over the last year : 3.96 vs. PAAEX (0.24). BALCX return over 5 years is better than : 32.61 vs. PAAEX (23.60).
| BALCX | PAAEX | BALCX / PAAEX | |
| Total Expense Ratio | 1.31 | 0.61 | 215% |
| Annual Report Gross Expense Ratio | 1.31 | 0.61 | 215% |
| Fund Existence | 24 years | 13 years | - |
| Gain YTD | 0.192 | 0.322 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 234B | 2.11B | 11,090% |
| Annual Yield % from dividends | 1.29 | 3.01 | 43% |
| Returns for 1 year | 3.96 | 0.24 | 1,684% |
| Returns for 3 years | 19.76 | 17.08 | 116% |
| Returns for 5 years | 32.61 | 23.60 | 138% |
| Returns for 10 years | 44.56 | 26.59 | 168% |