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EVFCX vs PACAX
EVFCX vs PACAX Comparison
Open Charts EVFCX vs PACAX
E-Valuator Cnsv (15%-30%) RMS R4
Price$10.34
Change-$0.02 (-0.19%)
VolumeN/A
Net Assets49.69M
Putnam Dynamic Asset Allocation Cnsrv A
Price$11.34
Change-$0.02 (-0.18%)
VolumeN/A
Net Assets587.04M
EVFCX vs PACAX Comparison Chart in %
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EVFCX vs. PACAX commentary
Oct 11, 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 StrongBuy and PACAX is a Buy.
FUNDAMENTALS
Fundamentals
PACAX has more cash in the bank: 587M vs. EVFCX (49.7M). PACAX (3.15) and EVFCX (3.14) have matching dividends . 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 : 8.56 vs. PACAX (6.41). PACAX return over 5 years is better than : 11.24 vs. EVFCX (7.23).
| 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 | 9.658 | 9.059 | 107% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 10000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 49.7M | 587M | 8% |
| Annual Yield % from dividends | 3.14 | 3.15 | 100% |
| Returns for 1 year | 8.56 | 6.41 | 133% |
| Returns for 3 years | 26.63 | 29.10 | 92% |
| Returns for 5 years | 7.23 | 11.24 | 64% |
| Returns for 10 years | 27.02 | 28.61 | 94% |
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