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BALFX vs PAARX
BALFX vs PAARX Comparison
Open Charts BALFX vs PAARX
American Funds American Balanced F1
Price$35.61
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets244.39B
Putnam Dynamic Asset Allocation Bal R
Price$16.10
Change-$0.14 (-0.86%)
VolumeN/A
Net Assets2.18B
BALFX vs PAARX Comparison Chart
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BALFX vs. PAARX commentary
Jun 15, 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: 244B vs. PAARX (2.18B). PAARX pays higher dividends than BALFX: PAARX (2.39) vs BALFX (1.88). BALFX was incepted earlier than PAARX: BALFX (24 years) vs PAARX (22 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 : 5.26 vs. PAARX (0.61). BALFX return over 5 years is better than : 38.20 vs. PAARX (20.94).
| 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 | 22 years | - |
| Gain YTD | 4.438 | 4.564 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 2.18B | 11,182% |
| Annual Yield % from dividends | 1.88 | 2.39 | 79% |
| Returns for 1 year | 5.26 | 0.61 | 858% |
| Returns for 3 years | 32.52 | 25.02 | 130% |
| Returns for 5 years | 38.20 | 20.94 | 182% |
| Returns for 10 years | 57.60 | 24.85 | 232% |
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