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BALFX vs PAARX
BALFX vs PAARX Comparison
Open Charts BALFX vs PAARX
American Funds American Balanced F1
Price$34.23
Change-$0.82 (-2.34%)
VolumeN/A
CapitalizationN/A
Putnam Dynamic Asset Allocation Bal R
Price$17.60
Change+$0.01 (+0.06%)
VolumeN/A
CapitalizationN/A
BALFX vs PAARX Comparison Chart
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BALFX vs. PAARX commentary
Dec 19, 2024
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 StrongBuy and PAARX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 241B vs. PAARX (2.17B). BALFX pays higher dividends than PAARX: BALFX (2.21) vs PAARX (1.41). BALFX was incepted earlier than PAARX: BALFX (24 years) vs PAARX (22 years). PAARX is a more actively managed with annual turnover of: 302.00 vs. BALFX (171.00). PAARX has a lower initial minimum investment than BALFX: PAARX (0) vs BALFX (250). PAARX annual gain was more profitable for investors over the last year : 19.26 vs. BALFX (12.54). BALFX return over 5 years is better than : 32.57 vs. PAARX (25.22).
| BALFX | PAARX | BALFX / PAARX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 22 years | - |
| Gain YTD | 11.522 | 18.156 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 241B | 2.17B | 11,121% |
| Annual Yield % from dividends | 2.21 | 1.41 | 157% |
| Returns for 1 year | 12.54 | 19.26 | 65% |
| Returns for 3 years | 11.70 | 11.64 | 101% |
| Returns for 5 years | 32.57 | 25.22 | 129% |
| Returns for 10 years | 46.34 | 36.99 | 125% |
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