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PACAX vs SWLRX
PACAX vs SWLRX Comparison
Open Charts PACAX vs SWLRX
Putnam Dynamic Asset Allocation Cnsrv A
Price$10.58
Change+$0.03 (+0.28%)
VolumeN/A
Net Assets568.22M
Schwab® Monthly Income Income Payout
Price$9.33
Change+$0.02 (+0.21%)
VolumeN/A
Net Assets58.26M
PACAX vs SWLRX Comparison Chart
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PACAX vs. SWLRX commentary
Apr 30, 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 Buy.
FUNDAMENTALS
Fundamentals
PACAX has more cash in the bank: 568M vs. SWLRX (58.3M). SWLRX pays higher dividends than PACAX: SWLRX (4.84) vs PACAX (3.51). 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 : 7.88 vs. PACAX (6.18). PACAX return over 5 years is better than : 9.87 vs. SWLRX (6.42).
| 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 | 0.581 | 2.607 | 22% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 568M | 58.3M | 974% |
| Annual Yield % from dividends | 3.51 | 4.84 | 73% |
| Returns for 1 year | 6.18 | 7.88 | 78% |
| Returns for 3 years | 9.67 | 8.97 | 108% |
| Returns for 5 years | 9.87 | 6.42 | 154% |
| Returns for 10 years | 16.43 | 16.87 | 97% |
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