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BALCX vs PAAEX
BALCX vs PAAEX Comparison
Open Charts BALCX vs PAAEX
American Funds American Balanced C
Price$38.15
Change+$0.14 (+0.37%)
VolumeN/A
Net Assets269.72B
Putnam Dynamic Asset Allocation Bal R6
Price$17.16
Change+$0.03 (+0.18%)
VolumeN/A
Net Assets2.39B
BALCX vs PAAEX Comparison Chart in %
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BALCX vs. PAAEX commentary
Jan 16, 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 PAAEX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 270B vs. PAAEX (2.39B). PAAEX pays higher dividends than BALCX: PAAEX (3.55) vs BALCX (1.28). BALCX was incepted earlier than PAAEX: BALCX (25 years) vs PAAEX (14 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). BALCX annual gain was more profitable for investors over the last year : 12.41 vs. PAAEX (10.96). BALCX return over 5 years is better than : 32.96 vs. PAAEX (14.50).
| 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 | 14 years | - |
| Gain YTD | 2.692 | 1.179 | 228% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 2.39B | 11,292% |
| Annual Yield % from dividends | 1.28 | 3.55 | 36% |
| Returns for 1 year | 12.41 | 10.96 | 113% |
| Returns for 3 years | 35.20 | 34.45 | 102% |
| Returns for 5 years | 32.96 | 14.50 | 227% |
| Returns for 10 years | 81.08 | 61.94 | 131% |
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