Interact to see
Advertisement
Advertisement
BALFX vs PAARX
BALFX vs PAARX Comparison
Open Charts BALFX vs PAARX
American Funds American Balanced F1
Price$38.93
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.73B
Putnam Dynamic Asset Allocation Bal R
Price$17.31
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets2.34B
BALFX vs PAARX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BALFX vs. PAARX commentary
Oct 06, 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: 266B vs. PAARX (2.34B). 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 : 9.82 vs. PAARX (3.47). BALFX return over 5 years is better than : 44.87 vs. PAARX (22.54).
| 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 | 14.486 | 12.460 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 2.34B | 11,358% |
| Annual Yield % from dividends | 1.72 | 2.35 | 73% |
| Returns for 1 year | 9.82 | 3.47 | 283% |
| Returns for 3 years | 47.11 | 33.84 | 139% |
| Returns for 5 years | 44.87 | 22.54 | 199% |
| Returns for 10 years | 78.42 | 40.33 | 194% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement