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BALCX vs PAAEX
BALCX vs PAAEX Comparison
Open Charts BALCX vs PAAEX
American Funds American Balanced C
Price$38.67
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.62B
Putnam Dynamic Asset Allocation Bal R6
Price$17.50
Change+$0.04 (+0.23%)
VolumeN/A
Net Assets2.33B
BALCX vs PAAEX Comparison Chart in %
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BALCX vs. PAAEX commentary
Oct 21, 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 Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 266B vs. PAAEX (2.33B). PAAEX pays higher dividends than BALCX: PAAEX (2.61) vs BALCX (1.12). 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 : 7.88 vs. PAAEX (2.64). BALCX return over 5 years is better than : 37.80 vs. PAAEX (22.60).
| 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 | 13.983 | 12.173 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 2.33B | 11,431% |
| Annual Yield % from dividends | 1.12 | 2.61 | 43% |
| Returns for 1 year | 7.88 | 2.64 | 298% |
| Returns for 3 years | 47.51 | 38.05 | 125% |
| Returns for 5 years | 37.80 | 22.60 | 167% |
| Returns for 10 years | 67.75 | 45.31 | 150% |
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