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EVFCX vs PACAX
EVFCX vs PACAX Comparison
Open Charts EVFCX vs PACAX
E-Valuator Cnsv (15%-30%) RMS R4
Price$10.11
Change-$0.01 (-0.10%)
VolumeN/A
Net Assets48.76M
Putnam Dynamic Asset Allocation Cnsrv A
Price$11.08
Change-$0.02 (-0.18%)
VolumeN/A
Net Assets572.21M
EVFCX vs PACAX Comparison Chart in %
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EVFCX vs. PACAX commentary
Aug 16, 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: 572M vs. EVFCX (48.8M). PACAX pays higher dividends than EVFCX: PACAX (3.66) vs EVFCX (3.23). 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 : 7.46 vs. PACAX (5.92). PACAX return over 5 years is better than : 9.63 vs. EVFCX (6.30).
| 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 | 7.117 | 6.750 | 105% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 10000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 48.8M | 572M | 9% |
| Annual Yield % from dividends | 3.23 | 3.66 | 88% |
| Returns for 1 year | 7.46 | 5.92 | 126% |
| Returns for 3 years | 16.59 | 15.84 | 105% |
| Returns for 5 years | 6.30 | 9.63 | 65% |
| Returns for 10 years | 19.48 | 24.33 | 80% |
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