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EVVLX vs PACAX
EVVLX vs PACAX Comparison
Open Charts EVVLX vs PACAX
E-Valuator Very Cnsrv(0%-15%)RMS Service
Price$9.65
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets21.3M
Putnam Dynamic Asset Allocation Cnsrv A
Price$11.14
Change+$0.01 (+0.09%)
VolumeN/A
Net Assets570.77M
EVVLX vs PACAX Comparison Chart in %
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EVVLX vs. PACAX commentary
Aug 28, 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 EVVLX is a StrongBuy and PACAX is a Hold.
FUNDAMENTALS
Fundamentals
PACAX has more cash in the bank: 571M vs. EVVLX (21.3M). EVVLX pays higher dividends than PACAX: EVVLX (4.08) vs PACAX (3.66). EVVLX was incepted earlier than PACAX: EVVLX (9 years) vs PACAX (32 years). EVVLX (1.26) is less costly to investors than PACAX (1.00). PACAX is a more actively managed with annual turnover of: 372.00 vs. EVVLX (75.00). PACAX has a lower initial minimum investment than EVVLX: PACAX (0) vs EVVLX (10000). EVVLX annual gain was more profitable for investors over the last year : 5.29 vs. PACAX (5.03). PACAX return over 5 years is better than : 9.12 vs. EVVLX (7.10).
| EVVLX | PACAX | EVVLX / PACAX | |
| Total Expense Ratio | 1.09 | 1.00 | 109% |
| Annual Report Gross Expense Ratio | 1.26 | 1.00 | 126% |
| Fund Existence | 9 years | 32 years | - |
| Gain YTD | 6.480 | 7.135 | 91% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 10000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.3M | 571M | 4% |
| Annual Yield % from dividends | 4.08 | 3.66 | 112% |
| Returns for 1 year | 5.29 | 5.03 | 105% |
| Returns for 3 years | 13.94 | 18.74 | 74% |
| Returns for 5 years | 7.10 | 9.12 | 78% |
| Returns for 10 years | N/A | 27.13 | - |
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