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BALCX vs PAAEX
BALCX vs PAAEX Comparison
Open Charts BALCX vs PAAEX
American Funds American Balanced C
Price$38.61
Change-$0.09 (-0.23%)
VolumeN/A
Net Assets266.1B
Putnam Dynamic Asset Allocation Bal R6
Price$17.57
Change-$0.05 (-0.28%)
VolumeN/A
Net Assets2.34B
BALCX vs PAAEX Comparison Chart in %
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BALCX vs. PAAEX commentary
Oct 08, 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 Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 266B vs. PAAEX (2.34B). PAAEX pays higher dividends than BALCX: PAAEX (2.61) vs BALCX (1.12). BALCX was incepted earlier than PAAEX: BALCX (25 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 : 9.16 vs. PAAEX (4.18). BALCX return over 5 years is better than : 38.15 vs. PAAEX (23.96).
| BALCX | PAAEX | BALCX / PAAEX | |
| Total Expense Ratio | 1.31 | 0.61 | 215% |
| Annual Report Gross Expense Ratio | 1.31 | 0.61 | 215% |
| Fund Existence | 25 years | 13 years | - |
| Gain YTD | 13.806 | 12.622 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 2.34B | 11,358% |
| Annual Yield % from dividends | 1.12 | 2.61 | 43% |
| Returns for 1 year | 9.16 | 4.18 | 219% |
| Returns for 3 years | 48.04 | 39.63 | 121% |
| Returns for 5 years | 38.15 | 23.96 | 159% |
| Returns for 10 years | 68.87 | 46.60 | 148% |
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