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BALCX vs PAAEX
BALCX vs PAAEX Comparison
Open Charts BALCX vs PAAEX
American Funds American Balanced C
Price$36.55
Change-$0.03 (-0.08%)
VolumeN/A
Net Assets252.16B
Putnam Dynamic Asset Allocation Bal R6
Price$16.84
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets2.23B
BALCX vs PAAEX Comparison Chart in %
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BALCX vs. PAAEX commentary
Jul 21, 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: 252B vs. PAAEX (2.23B). PAAEX pays higher dividends than BALCX: PAAEX (2.34) vs BALCX (1.19). 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 : 6.67 vs. PAAEX (2.00). BALCX return over 5 years is better than : 34.64 vs. PAAEX (22.42).
| 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 | 7.625 | 6.925 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 2.23B | 11,295% |
| Annual Yield % from dividends | 1.19 | 2.34 | 51% |
| Returns for 1 year | 6.67 | 2.00 | 333% |
| Returns for 3 years | 31.38 | 26.11 | 120% |
| Returns for 5 years | 34.64 | 22.42 | 155% |
| Returns for 10 years | 55.60 | 34.41 | 162% |
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