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BALFX vs PAARX
BALFX vs PAARX Comparison
Open Charts BALFX vs PAARX
American Funds American Balanced F1
Price$34.96
Change+$0.10 (+0.29%)
VolumeN/A
Net Assets237.83B
Putnam Dynamic Asset Allocation Bal R
Price$15.89
Change+$0.06 (+0.38%)
VolumeN/A
Net Assets2.15B
BALFX vs PAARX Comparison Chart
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BALFX vs. PAARX commentary
May 14, 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 Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 238B vs. PAARX (2.15B). PAARX pays higher dividends than BALFX: PAARX (2.47) vs BALFX (1.95). BALFX was incepted earlier than PAARX: BALFX (24 years) vs PAARX (22 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 : 6.09 vs. PAARX (0.88). BALFX return over 5 years is better than : 41.02 vs. PAARX (24.00).
| 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 | 22 years | - |
| Gain YTD | 2.232 | 1.924 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 238B | 2.15B | 11,090% |
| Annual Yield % from dividends | 1.95 | 2.47 | 79% |
| Returns for 1 year | 6.09 | 0.88 | 695% |
| Returns for 3 years | 22.60 | 15.69 | 144% |
| Returns for 5 years | 41.02 | 24.00 | 171% |
| Returns for 10 years | 52.31 | 20.40 | 256% |
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