Interact to see
Advertisement
Advertisement
BALCX vs PAAEX
BALCX vs PAAEX Comparison
Open Charts BALCX vs PAAEX
American Funds American Balanced C
Price$35.50
Change+$0.08 (+0.23%)
VolumeN/A
Net Assets243.43B
Putnam Dynamic Asset Allocation Bal R6
Price$16.41
Change+$0.06 (+0.37%)
VolumeN/A
Net Assets2.17B
BALCX vs PAAEX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
BALCX vs. PAAEX commentary
Jun 07, 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: 243B vs. PAAEX (2.17B). PAAEX pays higher dividends than BALCX: PAAEX (2.91) vs BALCX (1.24). 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 : 6.34 vs. PAAEX (0.99). BALCX return over 5 years is better than : 30.67 vs. PAAEX (20.39).
| 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 | 4.397 | 3.814 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 243B | 2.17B | 11,188% |
| Annual Yield % from dividends | 1.24 | 2.91 | 43% |
| Returns for 1 year | 6.34 | 0.99 | 640% |
| Returns for 3 years | 20.09 | 16.26 | 124% |
| Returns for 5 years | 30.67 | 20.39 | 150% |
| Returns for 10 years | 52.83 | 32.14 | 164% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement