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BALCX vs PAAEX
BALCX vs PAAEX Comparison
Open Charts BALCX vs PAAEX
American Funds American Balanced C
Price$34.71
Change+$0.22 (+0.64%)
VolumeN/A
Net Assets240.18B
Putnam Dynamic Asset Allocation Bal R6
Price$16.15
Change+$0.09 (+0.56%)
VolumeN/A
Net Assets2.14B
BALCX vs PAAEX Comparison Chart
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BALCX vs. PAAEX commentary
Jan 19, 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 Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 240B vs. PAAEX (2.14B). 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 : 11.44 vs. PAAEX (8.80). BALCX return over 5 years is better than : 25.92 vs. PAAEX (15.39).
| 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 | 1.938 | 1.508 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240B | 2.14B | 11,210% |
| Annual Yield % from dividends | 1.59 | 1.90 | 83% |
| Returns for 1 year | 11.44 | 8.80 | 130% |
| Returns for 3 years | 10.59 | 5.09 | 208% |
| Returns for 5 years | 25.92 | 15.39 | 168% |
| Returns for 10 years | 49.96 | 33.21 | 150% |
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