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BALCX vs PAADX
BALCX vs PAADX Comparison
Open Charts BALCX vs PAADX
American Funds American Balanced C
Price$38.67
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.37B
Putnam Dynamic Asset Allocation Bal R5
Price$17.60
Change+$0.04 (+0.23%)
VolumeN/A
Net Assets2.32B
BALCX vs PAADX Comparison Chart in %
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BALCX vs. PAADX commentary
Oct 19, 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 BALCX is a Buy and PAADX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 265B vs. PAADX (2.32B). PAADX pays higher dividends than BALCX: PAADX (2.56) vs BALCX (1.12). BALCX was incepted earlier than PAADX: BALCX (25 years) vs PAADX (13 years). BALCX (1.31) is less costly to investors than PAADX (0.71). PAADX is a more actively managed with annual turnover of: 222.00 vs. BALCX (44.00). PAADX has a lower initial minimum investment than BALCX: PAADX (0) vs BALCX (250). BALCX annual gain was more profitable for investors over the last year : 7.88 vs. PAADX (2.64). BALCX return over 5 years is better than : 37.80 vs. PAADX (22.21).
| 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 | 13 years | - |
| Gain YTD | 13.983 | 12.135 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 265B | 2.32B | 11,427% |
| Annual Yield % from dividends | 1.12 | 2.56 | 44% |
| Returns for 1 year | 7.88 | 2.64 | 299% |
| Returns for 3 years | 47.51 | 37.88 | 125% |
| Returns for 5 years | 37.80 | 22.21 | 170% |
| Returns for 10 years | 67.75 | 44.25 | 153% |
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