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PACAX vs SWLRX
PACAX vs SWLRX Comparison
Open Charts PACAX vs SWLRX
Putnam Dynamic Asset Allocation Cnsrv A
Price$10.95
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets566.37M
Schwab® Monthly Income Income Payout
Price$9.37
Change-$0.06 (-0.64%)
VolumeN/A
Net Assets61.09M
PACAX vs SWLRX Comparison Chart in %
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PACAX vs. SWLRX commentary
Aug 02, 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: 566M vs. SWLRX (61.1M). SWLRX pays higher dividends than PACAX: SWLRX (4.85) vs PACAX (3.66). PACAX was incepted earlier than SWLRX: PACAX (32 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 (5.52) and PACAX (5.26) have marching annual gain over last year. PACAX return over 5 years is better than : 8.44 vs. SWLRX (5.67).
| PACAX | SWLRX | PACAX / SWLRX | |
| Total Expense Ratio | 1.00 | 0.16 | 625% |
| Annual Report Gross Expense Ratio | 1.00 | 0.30 | 333% |
| Fund Existence | 32 years | 17 years | - |
| Gain YTD | 5.308 | 5.610 | 95% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 566M | 61.1M | 926% |
| Annual Yield % from dividends | 3.66 | 4.85 | 75% |
| Returns for 1 year | 5.26 | 5.52 | 95% |
| Returns for 3 years | 14.94 | 10.69 | 140% |
| Returns for 5 years | 8.44 | 5.67 | 149% |
| Returns for 10 years | 22.15 | 20.78 | 107% |
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