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BALCX vs PAADX
BALCX vs PAADX Comparison
Open Charts BALCX vs PAADX
American Funds American Balanced C
Price$38.04
Change-$0.59 (-1.53%)
VolumeN/A
Net Assets269.72B
Putnam Dynamic Asset Allocation Bal R5
Price$17.32
Change-$0.35 (-1.98%)
VolumeN/A
Net Assets2.41B
BALCX vs PAADX Comparison Chart in %
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BALCX vs. PAADX commentary
Feb 04, 2026
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 BALCX is a Hold and PAADX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 270B vs. PAADX (2.41B). PAADX pays higher dividends than BALCX: PAADX (3.41) vs BALCX (1.25). BALCX was incepted earlier than PAADX: BALCX (25 years) vs PAADX (14 years). BALCX (1.31) is less costly to investors than PAADX (0.71). PAADX is a more actively managed with annual turnover of: 158.00 vs. BALCX (44.00). PAADX has a lower initial minimum investment than BALCX: PAADX (0) vs BALCX (250). BALCX (10.51) and PAADX (10.18) have marching annual gain over last year. BALCX return over 5 years is better than : 31.49 vs. PAADX (12.76).
| BALCX | PAADX | BALCX / PAADX | |
| Total Expense Ratio | 1.31 | 0.71 | 185% |
| Annual Report Gross Expense Ratio | 1.31 | 0.71 | 185% |
| Fund Existence | 25 years | 14 years | - |
| Gain YTD | 2.396 | 1.524 | 157% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 2.41B | 11,185% |
| Annual Yield % from dividends | 1.25 | 3.41 | 37% |
| Returns for 1 year | 10.51 | 10.18 | 103% |
| Returns for 3 years | 33.72 | 31.80 | 106% |
| Returns for 5 years | 31.49 | 12.76 | 247% |
| Returns for 10 years | 79.52 | 62.55 | 127% |
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