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BALFX vs PAARX
BALFX vs PAARX Comparison
Open Charts BALFX vs PAARX
American Funds American Balanced F1
Price$37.17
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets254.37B
Putnam Dynamic Asset Allocation Bal R
Price$16.59
Change+$0.03 (+0.18%)
VolumeN/A
Net Assets2.25B
BALFX vs PAARX Comparison Chart in %
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BALFX vs. PAARX commentary
Jul 27, 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: 254B vs. PAARX (2.25B). PAARX pays higher dividends than BALFX: PAARX (1.97) vs BALFX (1.81). 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 : 10.22 vs. PAARX (3.95). BALFX return over 5 years is better than : 39.48 vs. PAARX (19.74).
| 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 | 9.013 | 7.782 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 2.25B | 11,284% |
| Annual Yield % from dividends | 1.81 | 1.97 | 92% |
| Returns for 1 year | 10.22 | 3.95 | 259% |
| Returns for 3 years | 34.66 | 24.70 | 140% |
| Returns for 5 years | 39.48 | 19.74 | 200% |
| Returns for 10 years | 64.97 | 29.26 | 222% |
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