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BALCX vs PAAEX
BALCX vs PAAEX Comparison
Open Charts BALCX vs PAAEX
American Funds American Balanced C
Price$32.68
Change-$0.09 (-0.27%)
VolumeN/A
Net Assets225.48B
Putnam Dynamic Asset Allocation Bal R6
Price$15.09
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets2B
BALCX vs PAAEX Comparison Chart
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BALCX vs. PAAEX commentary
Apr 18, 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: 225B vs. PAAEX (2.01B). PAAEX pays higher dividends than BALCX: PAAEX (3.02) vs BALCX (1.28). BALCX was incepted earlier than PAAEX: BALCX (24 years) vs PAAEX (13 years). BALCX (1.32) is less costly to investors than PAAEX (0.61). PAAEX is a more actively managed with annual turnover of: 222.00 vs. BALCX (171.00). 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 : 1.81 vs. PAAEX (-1.80). BALCX return over 5 years is better than : 27.72 vs. PAAEX (19.59).
| BALCX | PAAEX | BALCX / PAAEX | |
| Total Expense Ratio | 1.32 | 0.61 | 216% |
| Annual Report Gross Expense Ratio | 1.32 | 0.61 | 216% |
| Fund Existence | 24 years | 13 years | - |
| Gain YTD | -3.896 | -4.377 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 225B | 2.01B | 11,222% |
| Annual Yield % from dividends | 1.28 | 3.02 | 42% |
| Returns for 1 year | 1.81 | -1.80 | -100% |
| Returns for 3 years | 8.04 | 4.05 | 199% |
| Returns for 5 years | 27.72 | 19.59 | 141% |
| Returns for 10 years | 38.61 | 20.26 | 191% |