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BALFX vs PAARX
BALFX vs PAARX Comparison
Open Charts BALFX vs PAARX
American Funds American Balanced F1
Price$39.82
Change+$0.11 (+0.28%)
VolumeN/A
Net Assets269.37B
Putnam Dynamic Asset Allocation Bal R
Price$17.36
Change+$0.04 (+0.23%)
VolumeN/A
Net Assets2.36B
BALFX vs PAARX Comparison Chart in %
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BALFX vs. PAARX commentary
Dec 04, 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 BALFX is a StrongBuy and PAARX is a Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 269B vs. PAARX (2.36B). PAARX pays higher dividends than BALFX: PAARX (3.02) vs BALFX (1.67). BALFX was incepted earlier than PAARX: BALFX (25 years) vs PAARX (23 years). PAARX (1.18) is less costly to investors than BALFX (0.61). PAARX is a more actively managed with annual turnover of: 222.00 vs. BALFX (44.00). PAARX has a lower initial minimum investment than BALFX: PAARX (0) vs BALFX (250). BALFX annual gain was more profitable for investors over the last year : 9.26 vs. PAARX (1.37). BALFX return over 5 years is better than : 38.94 vs. PAARX (15.70).
| BALFX | PAARX | BALFX / PAARX | |
| Total Expense Ratio | 0.61 | 1.18 | 52% |
| Annual Report Gross Expense Ratio | 0.61 | 1.18 | 52% |
| Fund Existence | 25 years | 23 years | - |
| Gain YTD | 16.544 | 13.380 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 2.36B | 11,403% |
| Annual Yield % from dividends | 1.67 | 3.02 | 55% |
| Returns for 1 year | 9.26 | 1.37 | 678% |
| Returns for 3 years | 40.12 | 28.10 | 143% |
| Returns for 5 years | 38.94 | 15.70 | 248% |
| Returns for 10 years | 74.26 | 37.19 | 200% |
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