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BALFX vs PAARX
BALFX vs PAARX Comparison
Open Charts BALFX vs PAARX
American Funds American Balanced F1
Price$37.42
Change-$0.08 (-0.21%)
VolumeN/A
Net Assets256.26B
Putnam Dynamic Asset Allocation Bal R
Price$16.78
Change-$0.02 (-0.12%)
VolumeN/A
Net Assets2.27B
BALFX vs PAARX Comparison Chart in %
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BALFX vs. PAARX commentary
Aug 17, 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 Buy and PAARX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 256B vs. PAARX (2.27B). PAARX pays higher dividends than BALFX: PAARX (2.81) vs BALFX (1.79). BALFX was incepted earlier than PAARX: BALFX (24 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 : 7.95 vs. PAARX (2.95). BALFX return over 5 years is better than : 37.91 vs. PAARX (18.17).
| BALFX | PAARX | BALFX / PAARX | |
| Total Expense Ratio | 0.61 | 1.18 | 52% |
| Annual Report Gross Expense Ratio | 0.61 | 1.18 | 52% |
| Fund Existence | 24 years | 23 years | - |
| Gain YTD | 9.747 | 9.146 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 2.27B | 11,273% |
| Annual Yield % from dividends | 1.79 | 2.81 | 64% |
| Returns for 1 year | 7.95 | 2.95 | 270% |
| Returns for 3 years | 29.46 | 19.66 | 150% |
| Returns for 5 years | 37.91 | 18.17 | 209% |
| Returns for 10 years | 66.08 | 30.72 | 215% |
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