Interact to see
Advertisement
Advertisement
PACAX vs SWLRX
PACAX vs SWLRX Comparison
Open Charts PACAX vs SWLRX
Putnam Dynamic Asset Allocation Cnsrv A
Price$10.75
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets561.97M
Schwab® Monthly Income Income Payout
Price$9.31
Change-$0.03 (-0.32%)
VolumeN/A
Net Assets58.06M
PACAX vs SWLRX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
PACAX vs. SWLRX commentary
Jun 01, 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 SWLRX is a Hold.
FUNDAMENTALS
Fundamentals
PACAX has more cash in the bank: 562M vs. SWLRX (58.1M). SWLRX pays higher dividends than PACAX: SWLRX (4.88) vs PACAX (3.25). PACAX was incepted earlier than SWLRX: PACAX (31 years) vs SWLRX (17 years). PACAX (1.00) is less costly to investors than SWLRX (0.30). PACAX is a more actively managed with annual turnover of: 372.00 vs. SWLRX (8.00). PACAX (0) and SWLRX (0) have matching initial minimum investment requirements. SWLRX annual gain was more profitable for investors over the last year : 8.30 vs. PACAX (6.41). PACAX return over 5 years is better than : 9.80 vs. SWLRX (6.43).
| PACAX | SWLRX | PACAX / SWLRX | |
| Total Expense Ratio | 1.00 | 0.16 | 625% |
| Annual Report Gross Expense Ratio | 1.00 | 0.30 | 333% |
| Fund Existence | 31 years | 17 years | - |
| Gain YTD | 2.488 | 3.763 | 66% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 562M | 58.1M | 967% |
| Annual Yield % from dividends | 3.25 | 4.88 | 67% |
| Returns for 1 year | 6.41 | 8.30 | 77% |
| Returns for 3 years | 11.18 | 9.45 | 118% |
| Returns for 5 years | 9.80 | 6.43 | 152% |
| Returns for 10 years | 18.90 | 18.73 | 101% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement