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BALCX vs PAAEX
BALCX vs PAAEX Comparison
Open Charts BALCX vs PAAEX
American Funds American Balanced C
Price$37.32
Change+$0.13 (+0.35%)
VolumeN/A
Net Assets269.37B
Putnam Dynamic Asset Allocation Bal R6
Price$17.10
Change+$0.04 (+0.23%)
VolumeN/A
Net Assets2.39B
BALCX vs PAAEX Comparison Chart in %
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BALCX vs. PAAEX commentary
Dec 26, 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 StrongBuy and PAAEX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 269B vs. PAAEX (2.39B). PAAEX pays higher dividends than BALCX: PAAEX (3.39) vs BALCX (1.08). BALCX was incepted earlier than PAAEX: BALCX (25 years) vs PAAEX (13 years). BALCX (1.31) is less costly to investors than PAAEX (0.61). PAAEX is a more actively managed with annual turnover of: 158.00 vs. BALCX (44.00). PAAEX has a lower initial minimum investment than BALCX: PAAEX (0) vs BALCX (250). PAAEX annual gain was more profitable for investors over the last year : 9.20 vs. BALCX (8.54). BALCX return over 5 years is better than : 30.78 vs. PAAEX (14.96).
| BALCX | PAAEX | BALCX / PAAEX | |
| Total Expense Ratio | 1.31 | 0.61 | 215% |
| Annual Report Gross Expense Ratio | 1.31 | 0.61 | 215% |
| Fund Existence | 25 years | 13 years | - |
| Gain YTD | 10.004 | 10.574 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 2.39B | 11,241% |
| Annual Yield % from dividends | 1.08 | 3.39 | 32% |
| Returns for 1 year | 8.54 | 9.20 | 93% |
| Returns for 3 years | 34.84 | 36.96 | 94% |
| Returns for 5 years | 30.78 | 14.96 | 206% |
| Returns for 10 years | 66.04 | 50.94 | 130% |
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