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EVCLX vs PACAX
EVCLX vs PACAX Comparison
Open Charts EVCLX vs PACAX
E-Valuator Cnsv (15%-30%) RMS Service
Price$9.46
Change+$0.02 (+0.21%)
VolumeN/A
Net Assets47.86M
Putnam Dynamic Asset Allocation Cnsrv A
Price$10.34
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets553.17M
EVCLX vs PACAX Comparison Chart
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EVCLX vs. PACAX commentary
Apr 19, 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 EVCLX is a Hold and PACAX is a Buy.
FUNDAMENTALS
Fundamentals
PACAX has more cash in the bank: 553M vs. EVCLX (47.9M). EVCLX pays higher dividends than PACAX: EVCLX (3.92) vs PACAX (3.51). EVCLX was incepted earlier than PACAX: EVCLX (9 years) vs PACAX (31 years). EVCLX (1.08) is less costly to investors than PACAX (1.00). PACAX is a more actively managed with annual turnover of: 372.00 vs. EVCLX (52.00). PACAX has a lower initial minimum investment than EVCLX: PACAX (0) vs EVCLX (10000). PACAX (4.57) and EVCLX (4.41) have marching annual gain over last year. EVCLX return over 5 years is better than : 9.57 vs. PACAX (7.96).
| EVCLX | PACAX | EVCLX / PACAX | |
| Total Expense Ratio | 1.01 | 1.00 | 101% |
| Annual Report Gross Expense Ratio | 1.08 | 1.00 | 108% |
| Fund Existence | 9 years | 31 years | - |
| Gain YTD | -0.942 | -1.631 | 58% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 10000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 47.9M | 553M | 9% |
| Annual Yield % from dividends | 3.92 | 3.51 | 111% |
| Returns for 1 year | 4.41 | 4.57 | 96% |
| Returns for 3 years | 6.87 | 4.64 | 148% |
| Returns for 5 years | 9.57 | 7.96 | 120% |
| Returns for 10 years | N/A | 13.25 | - |
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