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BALFX vs PAARX
BALFX vs PAARX Comparison
Open Charts BALFX vs PAARX
American Funds American Balanced F1
Price$37.97
Change+$0.21 (+0.56%)
VolumeN/A
Net Assets259.11B
Putnam Dynamic Asset Allocation Bal R
Price$16.95
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets2.29B
BALFX vs PAARX Comparison Chart in %
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BALFX vs. PAARX commentary
Sep 08, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 259B vs. PAARX (2.29B). PAARX pays higher dividends than BALFX: PAARX (2.75) vs BALFX (1.77). 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 : 9.94 vs. PAARX (3.38). BALFX return over 5 years is better than : 39.60 vs. PAARX (18.61).
| 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 | 11.360 | 10.121 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259B | 2.29B | 11,290% |
| Annual Yield % from dividends | 1.77 | 2.75 | 64% |
| Returns for 1 year | 9.94 | 3.38 | 294% |
| Returns for 3 years | 39.77 | 28.68 | 139% |
| Returns for 5 years | 39.60 | 18.61 | 213% |
| Returns for 10 years | 75.07 | 37.11 | 202% |
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