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PAAEX vs RLBAX
PAAEX vs RLBAX Comparison
Open Charts PAAEX vs RLBAX
Putnam Dynamic Asset Allocation Bal R6
Price$15.81
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets2.11B
American Funds American Balanced R1
Price$34.02
Change+$0.04 (+0.12%)
VolumeN/A
Net Assets234.05B
PAAEX vs RLBAX Comparison Chart
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PAAEX vs. RLBAX commentary
May 09, 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 PAAEX is a Buy and RLBAX is a Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 234B vs. PAAEX (2.11B). PAAEX pays higher dividends than RLBAX: PAAEX (3.01) vs RLBAX (1.28). PAAEX was incepted earlier than RLBAX: PAAEX (13 years) vs RLBAX (23 years). RLBAX (1.31) is less costly to investors than PAAEX (0.61). PAAEX is a more actively managed with annual turnover of: 222.00 vs. RLBAX (44.00). PAAEX has a lower initial minimum investment than RLBAX: PAAEX (0) vs RLBAX (250). RLBAX annual gain was more profitable for investors over the last year : 3.92 vs. PAAEX (0.24). RLBAX return over 5 years is better than : 32.45 vs. PAAEX (23.60).
| PAAEX | RLBAX | PAAEX / RLBAX | |
| Total Expense Ratio | 0.61 | 1.31 | 47% |
| Annual Report Gross Expense Ratio | 0.61 | 1.31 | 47% |
| Fund Existence | 13 years | 23 years | - |
| Gain YTD | 0.322 | 0.154 | 208% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.11B | 234B | 1% |
| Annual Yield % from dividends | 3.01 | 1.28 | 236% |
| Returns for 1 year | 0.24 | 3.92 | 6% |
| Returns for 3 years | 17.08 | 19.69 | 87% |
| Returns for 5 years | 23.60 | 32.45 | 73% |
| Returns for 10 years | 26.59 | 44.47 | 60% |