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BALFX vs PAARX
BALFX vs PAARX Comparison
Open Charts BALFX vs PAARX
American Funds American Balanced F1
Price$38.37
Change-$0.56 (-1.44%)
VolumeN/A
Net Assets269.72B
Putnam Dynamic Asset Allocation Bal R
Price$16.92
Change-$0.36 (-2.08%)
VolumeN/A
Net Assets2.41B
BALFX vs PAARX Comparison Chart in %
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BALFX vs. PAARX commentary
Feb 04, 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 BALFX is a Hold and PAARX is a Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 270B vs. PAARX (2.41B). PAARX pays higher dividends than BALFX: PAARX (3.12) vs BALFX (1.86). 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: 158.00 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 : 11.33 vs. PAARX (9.51). BALFX return over 5 years is better than : 35.49 vs. PAARX (9.55).
| 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 | 2.457 | 1.439 | 171% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 2.41B | 11,185% |
| Annual Yield % from dividends | 1.86 | 3.12 | 60% |
| Returns for 1 year | 11.33 | 9.51 | 119% |
| Returns for 3 years | 36.69 | 29.55 | 124% |
| Returns for 5 years | 35.49 | 9.55 | 372% |
| Returns for 10 years | 87.98 | 54.38 | 162% |
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