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BALFX vs PAARX
BALFX vs PAARX Comparison
Open Charts BALFX vs PAARX
American Funds American Balanced F1
Price$39.40
Change+$0.27 (+0.69%)
VolumeN/A
Net Assets268.39B
Putnam Dynamic Asset Allocation Bal R
Price$17.27
Change+$0.08 (+0.47%)
VolumeN/A
Net Assets2.35B
BALFX vs PAARX Comparison Chart in %
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BALFX vs. PAARX commentary
Oct 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 Hold.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 268B vs. PAARX (2.35B). PAARX pays higher dividends than BALFX: PAARX (2.35) vs BALFX (1.72). BALFX was incepted earlier than PAARX: BALFX (25 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 : 10.94 vs. PAARX (4.08). BALFX return over 5 years is better than : 44.22 vs. PAARX (20.88).
| BALFX | PAARX | BALFX / PAARX | |
| Total Expense Ratio | 0.61 | 1.18 | 52% |
| Annual Report Gross Expense Ratio | 0.61 | 1.18 | 52% |
| Fund Existence | 25 years | 23 years | - |
| Gain YTD | 15.868 | 13.052 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 268B | 2.35B | 11,385% |
| Annual Yield % from dividends | 1.72 | 2.35 | 73% |
| Returns for 1 year | 10.94 | 4.08 | 268% |
| Returns for 3 years | 48.78 | 34.75 | 140% |
| Returns for 5 years | 44.22 | 20.88 | 212% |
| Returns for 10 years | 74.64 | 37.45 | 199% |
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