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PACAX vs QBDSX
PACAX vs QBDSX Comparison
Open Charts PACAX vs QBDSX
Putnam Dynamic Asset Allocation Cnsrv A
Price$10.49
Change-$0.14 (-1.32%)
VolumeN/A
Net Assets571.85M
Quantified Managed Income Investor
Price$8.09
Change+$0.01 (+0.12%)
VolumeN/A
Net Assets216.98M
PACAX vs QBDSX Comparison Chart
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PACAX vs. QBDSX commentary
Apr 04, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
PACAX has more cash in the bank: 572M vs. QBDSX (217M). QBDSX pays higher dividends than PACAX: QBDSX (3.89) 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 : 5.15 vs. QBDSX (2.20). PACAX return over 5 years is better than : 16.57 vs. QBDSX (1.90).
| 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 | 1.128 | 2.408 | 47% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 10000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 572M | 217M | 264% |
| Annual Yield % from dividends | 3.51 | 3.89 | 90% |
| Returns for 1 year | 5.15 | 2.20 | 234% |
| Returns for 3 years | 4.28 | 1.35 | 318% |
| Returns for 5 years | 16.57 | 1.90 | 873% |
| Returns for 10 years | 16.81 | 3.56 | 473% |
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