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PACAX vs QBDAX
PACAX vs QBDAX Comparison
Open Charts PACAX vs QBDAX
Putnam Dynamic Asset Allocation Cnsrv A
Price$10.11
Change-$0.08 (-0.79%)
VolumeN/A
Net Assets547.48M
Quantified Managed Income Advisor
Price$8.20
Change+$0.02 (+0.24%)
VolumeN/A
Net Assets200.01M
PACAX vs QBDAX Comparison Chart
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PACAX vs. QBDAX commentary
Apr 10, 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 PACAX is a Hold and QBDAX is a Hold.
FUNDAMENTALS
Fundamentals
PACAX has more cash in the bank: 547M vs. QBDAX (200M). PACAX pays higher dividends than QBDAX: PACAX (3.51) vs QBDAX (3.20). PACAX was incepted earlier than QBDAX: PACAX (31 years) vs QBDAX (9 years). QBDAX (2.26) is less costly to investors than PACAX (1.00). QBDAX is a more actively managed with annual turnover of: 718.00 vs. PACAX (372.00). PACAX has a lower initial minimum investment than QBDAX: PACAX (0) vs QBDAX (10000). PACAX annual gain was more profitable for investors over the last year : 1.08 vs. QBDAX (0.92). PACAX return over 5 years is better than : 7.60 vs. QBDAX (-5.29).
| PACAX | QBDAX | PACAX / QBDAX | |
| Total Expense Ratio | 1.00 | 2.26 | 44% |
| Annual Report Gross Expense Ratio | 1.00 | 2.26 | 44% |
| Fund Existence | 31 years | 9 years | - |
| Gain YTD | -3.058 | 1.615 | -189% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 10000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 547M | 200M | 274% |
| Annual Yield % from dividends | 3.51 | 3.20 | 110% |
| Returns for 1 year | 1.08 | 0.92 | 118% |
| Returns for 3 years | 2.10 | -2.41 | -87% |
| Returns for 5 years | 7.60 | -5.29 | -144% |
| Returns for 10 years | 11.57 | N/A | - |