Interact to see
Advertisement
Advertisement
BALCX vs PAAEX
BALCX vs PAAEX Comparison
Open Charts BALCX vs PAAEX
American Funds American Balanced C
Price$38.71
Change-$0.48 (-1.22%)
VolumeN/A
Net Assets268.67B
Putnam Dynamic Asset Allocation Bal R6
Price$17.51
Change-$0.18 (-1.02%)
VolumeN/A
Net Assets2.34B
BALCX vs PAAEX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BALCX vs. PAAEX commentary
Nov 14, 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 PAAEX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 269B vs. PAAEX (2.34B). PAAEX pays higher dividends than BALCX: PAAEX (3.41) vs BALCX (1.10). 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: 222.00 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 : 7.94 vs. PAAEX (3.79). BALCX return over 5 years is better than : 35.35 vs. PAAEX (22.69).
| 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 | 14.101 | 14.389 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 2.34B | 11,486% |
| Annual Yield % from dividends | 1.10 | 3.41 | 32% |
| Returns for 1 year | 7.94 | 3.79 | 210% |
| Returns for 3 years | 39.68 | 34.17 | 116% |
| Returns for 5 years | 35.35 | 22.69 | 156% |
| Returns for 10 years | 66.50 | 49.01 | 136% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement