Interact to see
Advertisement
Advertisement
EVFCX vs PACAX
EVFCX vs PACAX Comparison
Open Charts EVFCX vs PACAX
E-Valuator Cnsv (15%-30%) RMS R4
Price$10.37
Change-$0.01 (-0.10%)
VolumeN/A
Net Assets49.81M
Putnam Dynamic Asset Allocation Cnsrv A
Price$11.35
Change+$0.01 (+0.09%)
VolumeN/A
Net Assets588.47M
EVFCX vs PACAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
EVFCX vs. PACAX 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 EVFCX is a Buy and PACAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PACAX has more cash in the bank: 588M vs. EVFCX (49.8M). PACAX (3.15) and EVFCX (3.14) have matching dividends . EVFCX was incepted earlier than PACAX: EVFCX (9 years) vs PACAX (32 years). EVFCX (1.47) is less costly to investors than PACAX (1.00). PACAX is a more actively managed with annual turnover of: 372.00 vs. EVFCX (52.00). PACAX has a lower initial minimum investment than EVFCX: PACAX (0) vs EVFCX (10000). EVFCX annual gain was more profitable for investors over the last year : 8.33 vs. PACAX (6.29). PACAX return over 5 years is better than : 11.10 vs. EVFCX (7.23).
| EVFCX | PACAX | EVFCX / PACAX | |
| Total Expense Ratio | 1.40 | 1.00 | 140% |
| Annual Report Gross Expense Ratio | 1.47 | 1.00 | 147% |
| Fund Existence | 9 years | 32 years | - |
| Gain YTD | 9.764 | 9.155 | 107% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 10000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 49.8M | 588M | 8% |
| Annual Yield % from dividends | 3.14 | 3.15 | 100% |
| Returns for 1 year | 8.33 | 6.29 | 132% |
| Returns for 3 years | 26.47 | 29.02 | 91% |
| Returns for 5 years | 7.23 | 11.10 | 65% |
| Returns for 10 years | 27.15 | 28.41 | 96% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers