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EVFCX vs PACAX
EVFCX vs PACAX Comparison
Open Charts EVFCX vs PACAX
E-Valuator Cnsv (15%-30%) RMS R4
Price$10.27
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets48.67M
Putnam Dynamic Asset Allocation Cnsrv A
Price$11.20
Change+$0.01 (+0.09%)
VolumeN/A
Net Assets592.96M
EVFCX vs PACAX Comparison Chart in %
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EVFCX vs. PACAX commentary
Nov 21, 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 EVFCX is a Hold and PACAX is a Hold.
FUNDAMENTALS
Fundamentals
PACAX has more cash in the bank: 593M vs. EVFCX (48.7M). PACAX pays higher dividends than EVFCX: PACAX (4.02) vs EVFCX (3.12). EVFCX was incepted earlier than PACAX: EVFCX (9 years) vs PACAX (32 years). EVFCX (1.47) is less costly to investors than PACAX (1.00). PACAX is a more actively managed with annual turnover of: 372.00 vs. EVFCX (52.00). PACAX has a lower initial minimum investment than EVFCX: PACAX (0) vs EVFCX (10000). EVFCX annual gain was more profitable for investors over the last year : 7.83 vs. PACAX (6.47). PACAX return over 5 years is better than : 9.60 vs. EVFCX (3.65).
| EVFCX | PACAX | EVFCX / PACAX | |
| Total Expense Ratio | 1.40 | 1.00 | 140% |
| Annual Report Gross Expense Ratio | 1.47 | 1.00 | 147% |
| Fund Existence | 9 years | 32 years | - |
| Gain YTD | 8.705 | 8.864 | 98% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 10000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 48.7M | 593M | 8% |
| Annual Yield % from dividends | 3.12 | 4.02 | 78% |
| Returns for 1 year | 7.83 | 6.47 | 121% |
| Returns for 3 years | 22.41 | 24.69 | 91% |
| Returns for 5 years | 3.65 | 9.60 | 38% |
| Returns for 10 years | 22.30 | 27.52 | 81% |
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