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BALFX vs PAARX
BALFX vs PAARX Comparison
Open Charts BALFX vs PAARX
American Funds American Balanced F1
Price$32.93
Change-$0.09 (-0.27%)
VolumeN/A
Net Assets224.9B
Putnam Dynamic Asset Allocation Bal R
Price$14.86
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets2.01B
BALFX vs PAARX Comparison Chart
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BALFX vs. PAARX commentary
Apr 19, 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: 225B vs. PAARX (2.01B). PAARX pays higher dividends than BALFX: PAARX (2.48) 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 (0.62). 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 : 2.53 vs. PAARX (-2.27). BALFX return over 5 years is better than : 31.55 vs. PAARX (15.98).
| 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 | -3.705 | -4.321 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 225B | 2.01B | 11,188% |
| Annual Yield % from dividends | 1.95 | 2.48 | 79% |
| Returns for 1 year | 2.53 | -2.27 | -111% |
| Returns for 3 years | 9.90 | 2.29 | 432% |
| Returns for 5 years | 31.55 | 15.98 | 197% |
| Returns for 10 years | 44.27 | 13.55 | 327% |
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