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BALFX vs PAARX
BALFX vs PAARX Comparison
Open Charts BALFX vs PAARX
American Funds American Balanced F1
Price$38.77
Change+$0.10 (+0.26%)
VolumeN/A
Net Assets262.74B
Putnam Dynamic Asset Allocation Bal R
Price$17.03
Change+$0.03 (+0.18%)
VolumeN/A
Net Assets2.31B
BALFX vs PAARX Comparison Chart in %
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BALFX vs. PAARX commentary
Nov 20, 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 BALFX is a Hold and PAARX is a Hold.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 263B vs. PAARX (2.32B). PAARX pays higher dividends than BALFX: PAARX (3.04) vs BALFX (1.70). BALFX was incepted earlier than PAARX: BALFX (25 years) vs PAARX (23 years). PAARX (1.18) is less costly to investors than BALFX (0.61). PAARX is a more actively managed with annual turnover of: 222.00 vs. BALFX (44.00). PAARX has a lower initial minimum investment than BALFX: PAARX (0) vs BALFX (250). BALFX annual gain was more profitable for investors over the last year : 8.95 vs. PAARX (1.62). BALFX return over 5 years is better than : 38.60 vs. PAARX (16.13).
| BALFX | PAARX | BALFX / PAARX | |
| Total Expense Ratio | 0.61 | 1.18 | 52% |
| Annual Report Gross Expense Ratio | 0.61 | 1.18 | 52% |
| Fund Existence | 25 years | 23 years | - |
| Gain YTD | 14.015 | 11.481 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 2.32B | 11,361% |
| Annual Yield % from dividends | 1.70 | 3.04 | 56% |
| Returns for 1 year | 8.95 | 1.62 | 552% |
| Returns for 3 years | 40.90 | 29.28 | 140% |
| Returns for 5 years | 38.60 | 16.13 | 239% |
| Returns for 10 years | 70.89 | 35.08 | 202% |
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