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BALFX vs PAARX
BALFX vs PAARX Comparison
Open Charts BALFX vs PAARX
American Funds American Balanced F1
Price$35.37
Change+$0.24 (+0.68%)
VolumeN/A
Net Assets241.03B
Putnam Dynamic Asset Allocation Bal R
Price$16.12
Change+$0.07 (+0.44%)
VolumeN/A
Net Assets2.15B
BALFX vs PAARX Comparison Chart
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BALFX vs. PAARX commentary
Jan 31, 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: 241B vs. PAARX (2.15B). BALFX pays higher dividends than PAARX: BALFX (2.21) vs PAARX (1.41). BALFX was incepted earlier than PAARX: BALFX (24 years) vs PAARX (22 years). PAARX is a more actively managed with annual turnover of: 302.00 vs. BALFX (171.00). 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 : 12.05 vs. PAARX (7.72). BALFX return over 5 years is better than : 33.74 vs. PAARX (15.14).
| BALFX | PAARX | BALFX / PAARX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 22 years | - |
| Gain YTD | 3.120 | 2.872 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 241B | 2.15B | 11,194% |
| Annual Yield % from dividends | 2.21 | 1.41 | 157% |
| Returns for 1 year | 12.05 | 7.72 | 156% |
| Returns for 3 years | 14.66 | 5.33 | 275% |
| Returns for 5 years | 33.74 | 15.14 | 223% |
| Returns for 10 years | 57.51 | 26.11 | 220% |
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