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PACAX vs QBDSX
PACAX vs QBDSX Comparison
Open Charts PACAX vs QBDSX
Putnam Dynamic Asset Allocation Cnsrv A
Price$10.80
Change-$0.07 (-0.64%)
VolumeN/A
Net Assets563.09M
Quantified Managed Income Investor
Price$8.17
Change-$0.01 (-0.12%)
VolumeN/A
Net Assets227.31M
PACAX vs QBDSX Comparison Chart
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PACAX vs. QBDSX commentary
Jun 15, 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 Buy.
FUNDAMENTALS
Fundamentals
PACAX has more cash in the bank: 563M vs. QBDSX (227M). QBDSX pays higher dividends than PACAX: QBDSX (3.86) vs PACAX (3.25). 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 (5.18) and QBDSX (4.99) have marching annual gain over last year. PACAX return over 5 years is better than : 10.52 vs. QBDSX (0.76).
| 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 | 3.632 | 3.676 | 99% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 10000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 563M | 227M | 248% |
| Annual Yield % from dividends | 3.25 | 3.86 | 84% |
| Returns for 1 year | 5.18 | 4.99 | 104% |
| Returns for 3 years | 19.54 | 4.40 | 444% |
| Returns for 5 years | 10.52 | 0.76 | 1,392% |
| Returns for 10 years | 20.90 | 7.41 | 282% |
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