Ad is loading...
PAARX vs RLBFX
PAARX vs RLBFX Comparison
Open Charts PAARX vs RLBFX
Putnam Dynamic Asset Allocation Bal R
Price$15.89
Change+$0.06 (+0.38%)
VolumeN/A
Net Assets2.15B
American Funds American Balanced R5
Price$35.06
Change+$0.10 (+0.29%)
VolumeN/A
Net Assets237.83B
PAARX vs RLBFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
PAARX vs. RLBFX commentary
May 14, 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 PAARX is a Buy and RLBFX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 238B vs. PAARX (2.15B). PAARX pays higher dividends than RLBFX: PAARX (2.47) vs RLBFX (2.26). PAARX was incepted earlier than RLBFX: PAARX (22 years) vs RLBFX (23 years). PAARX (1.18) is less costly to investors than RLBFX (0.29). PAARX is a more actively managed with annual turnover of: 222.00 vs. RLBFX (44.00). PAARX has a lower initial minimum investment than RLBFX: PAARX (0) vs RLBFX (250). RLBFX annual gain was more profitable for investors over the last year : 6.44 vs. PAARX (0.88). RLBFX return over 5 years is better than : 42.91 vs. PAARX (24.00).
| PAARX | RLBFX | PAARX / RLBFX | |
| Total Expense Ratio | 1.18 | 0.29 | 407% |
| Annual Report Gross Expense Ratio | 1.18 | 0.29 | 407% |
| Fund Existence | 22 years | 23 years | - |
| Gain YTD | 1.924 | 2.338 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.15B | 238B | 1% |
| Annual Yield % from dividends | 2.47 | 2.26 | 109% |
| Returns for 1 year | 0.88 | 6.44 | 14% |
| Returns for 3 years | 15.69 | 23.54 | 67% |
| Returns for 5 years | 24.00 | 42.91 | 56% |
| Returns for 10 years | 20.40 | 55.17 | 37% |
View a ticker or compare two or three
VS
VS
Ad is loading...