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BALCX vs PAAEX
BALCX vs PAAEX Comparison
Open Charts BALCX vs PAAEX
American Funds American Balanced C
Price$33.99
Change-$0.81 (-2.33%)
VolumeN/A
CapitalizationN/A
Putnam Dynamic Asset Allocation Bal R6
Price$17.86
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
BALCX vs PAAEX Comparison Chart
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BALCX vs. PAAEX commentary
Dec 19, 2024
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 StrongBuy and PAAEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 241B vs. PAAEX (2.17B). PAAEX pays higher dividends than BALCX: PAAEX (1.90) vs BALCX (1.59). BALCX was incepted earlier than PAAEX: BALCX (24 years) vs PAAEX (12 years). PAAEX is a more actively managed with annual turnover of: 302.00 vs. BALCX (171.00). PAAEX has a lower initial minimum investment than BALCX: PAAEX (0) vs BALCX (250). PAAEX annual gain was more profitable for investors over the last year : 19.37 vs. BALCX (11.89). BALCX (28.93) and PAAEX (28.86) have equivalent 5 years return.
| BALCX | PAAEX | BALCX / PAAEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 12 years | - |
| Gain YTD | 10.937 | 18.825 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 241B | 2.17B | 11,121% |
| Annual Yield % from dividends | 1.59 | 1.90 | 83% |
| Returns for 1 year | 11.89 | 19.37 | 61% |
| Returns for 3 years | 10.17 | 13.75 | 74% |
| Returns for 5 years | 28.93 | 28.86 | 100% |
| Returns for 10 years | 40.96 | 45.16 | 91% |
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