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PACAX vs QBDSX
PACAX vs QBDSX Comparison
Open Charts PACAX vs QBDSX
Putnam Dynamic Asset Allocation Cnsrv A
Price$10.66
Change+$0.02 (+0.19%)
VolumeN/A
Net Assets561.97M
Quantified Managed Income Investor
Price$8.08
Change+$0.01 (+0.12%)
VolumeN/A
Net Assets264.53M
PACAX vs QBDSX Comparison Chart
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PACAX vs. QBDSX commentary
May 23, 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 Buy and QBDSX is a Hold.
FUNDAMENTALS
Fundamentals
PACAX has more cash in the bank: 562M vs. QBDSX (265M). QBDSX pays higher dividends than PACAX: QBDSX (3.87) vs PACAX (3.51). PACAX was incepted earlier than QBDSX: PACAX (31 years) vs QBDSX (12 years). QBDSX (1.67) is less costly to investors than PACAX (1.00). QBDSX is a more actively managed with annual turnover of: 718.00 vs. PACAX (372.00). PACAX has a lower initial minimum investment than QBDSX: PACAX (0) vs QBDSX (10000). PACAX annual gain was more profitable for investors over the last year : 4.72 vs. QBDSX (3.20). PACAX return over 5 years is better than : 9.99 vs. QBDSX (-1.04).
| PACAX | QBDSX | PACAX / QBDSX | |
| Total Expense Ratio | 1.00 | 1.67 | 60% |
| Annual Report Gross Expense Ratio | 1.00 | 1.67 | 60% |
| Fund Existence | 31 years | 12 years | - |
| Gain YTD | 1.439 | 2.281 | 63% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 10000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 562M | 265M | 212% |
| Annual Yield % from dividends | 3.51 | 3.87 | 91% |
| Returns for 1 year | 4.72 | 3.20 | 148% |
| Returns for 3 years | 12.09 | 1.34 | 904% |
| Returns for 5 years | 9.99 | -1.04 | -962% |
| Returns for 10 years | 17.36 | 5.18 | 335% |
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