Ad is loading...
BALCX vs PAAEX
BALCX vs PAAEX Comparison
Open Charts BALCX vs PAAEX
American Funds American Balanced C
Price$35.00
Change-$0.35 (-0.99%)
VolumeN/A
Net Assets242.17B
Putnam Dynamic Asset Allocation Bal R6
Price$16.29
Change-$0.16 (-0.97%)
VolumeN/A
Net Assets2.15B
BALCX vs PAAEX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
BALCX vs. PAAEX commentary
Feb 23, 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 PAAEX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 242B vs. PAAEX (2.15B). PAAEX pays higher dividends than BALCX: PAAEX (1.90) vs BALCX (1.59). BALCX was incepted earlier than PAAEX: BALCX (24 years) vs PAAEX (13 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). BALCX annual gain was more profitable for investors over the last year : 8.38 vs. PAAEX (5.32). BALCX return over 5 years is better than : 26.14 vs. PAAEX (16.01).
| BALCX | PAAEX | BALCX / PAAEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 13 years | - |
| Gain YTD | 2.790 | 2.388 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242B | 2.15B | 11,240% |
| Annual Yield % from dividends | 1.59 | 1.90 | 83% |
| Returns for 1 year | 8.38 | 5.32 | 158% |
| Returns for 3 years | 15.69 | 10.10 | 155% |
| Returns for 5 years | 26.14 | 16.01 | 163% |
| Returns for 10 years | 46.66 | 29.17 | 160% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| FIKKX | 10.81 | N/A | N/A |
| Fidelity Advisor Global Real Estate Z | |||
| JIGIX | 28.68 | -0.25 | -0.86% |
| JHancock International Growth R4 | |||
| GSRIX | 12.64 | -0.20 | -1.56% |
| Goldman Sachs Rising Dividend Gr Inv | |||
| PAXLX | 12.86 | -0.21 | -1.61% |
| Impax Large Cap Fund Individual Investor | |||
| GMVIX | 16.21 | -0.39 | -2.35% |
| Goldman Sachs Small/Mid Cap Value Inv | |||