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BALCX vs PAAEX
BALCX vs PAAEX Comparison
Open Charts BALCX vs PAAEX
American Funds American Balanced C
Price$37.26
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets255.46B
Putnam Dynamic Asset Allocation Bal R6
Price$17.15
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets2.27B
BALCX vs PAAEX Comparison Chart in %
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BALCX vs. PAAEX commentary
Aug 28, 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: 255B vs. PAAEX (2.27B). PAAEX pays higher dividends than BALCX: PAAEX (3.22) vs BALCX (1.18). 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 : 6.50 vs. PAAEX (2.39). BALCX return over 5 years is better than : 32.76 vs. PAAEX (20.20).
| 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 | 9.716 | 9.930 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 255B | 2.27B | 11,238% |
| Annual Yield % from dividends | 1.18 | 3.22 | 37% |
| Returns for 1 year | 6.50 | 2.39 | 272% |
| Returns for 3 years | 31.96 | 26.63 | 120% |
| Returns for 5 years | 32.76 | 20.20 | 162% |
| Returns for 10 years | 65.25 | 43.96 | 148% |
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