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BALFX vs PAARX
BALFX vs PAARX Comparison
Open Charts BALFX vs PAARX
American Funds American Balanced F1
Price$34.64
Change+$0.18 (+0.52%)
VolumeN/A
Net Assets237.28B
Putnam Dynamic Asset Allocation Bal R
Price$15.75
Change+$0.04 (+0.25%)
VolumeN/A
Net Assets2.11B
BALFX vs PAARX Comparison Chart
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BALFX vs. PAARX commentary
Mar 10, 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: 237B vs. PAARX (2.11B). PAARX (1.96) and BALFX (1.90) have matching dividends . BALFX was incepted earlier than PAARX: BALFX (24 years) vs PAARX (22 years). PAARX (1.18) is less costly to investors than BALFX (0.62). PAARX is a more actively managed with annual turnover of: 222.00 vs. BALFX (171.00). 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 : 5.14 vs. PAARX (0.64). BALFX return over 5 years is better than : 34.38 vs. PAARX (17.04).
| BALFX | PAARX | BALFX / PAARX | |
| Total Expense Ratio | 0.62 | 1.18 | 53% |
| Annual Report Gross Expense Ratio | 0.62 | 1.18 | 53% |
| Fund Existence | 24 years | 22 years | - |
| Gain YTD | 0.991 | 0.511 | 194% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 237B | 2.11B | 11,238% |
| Annual Yield % from dividends | 1.90 | 1.96 | 97% |
| Returns for 1 year | 5.14 | 0.64 | 806% |
| Returns for 3 years | 17.26 | 9.33 | 185% |
| Returns for 5 years | 34.38 | 17.04 | 202% |
| Returns for 10 years | 53.20 | 22.12 | 241% |
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