PABAX vs. PABFX

In the year-to-date period, PABAX achieves a 2.35% return, which is significantly higher than PABFX's 1.53% return. Over the past 10 years, PABAX has underperformed PABFX with an annualized return of 2.32%, while PABFX has yielded a comparatively higher 3.06% annualized return.

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PABAX has a 0.94% expense ratio, which is higher than PABFX's 0.78% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Putnam Dynamic Asset Allocation Balanced Fund (PABAX) and PGIM Balanced Fund (PABFX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

The current PABAX Sharpe Ratio is 0.10, which is lower than the PABFX Sharpe Ratio of 0.24. The chart below compares the historical Sharpe Ratios of PABAX and PABFX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

PABAX's dividend yield for the trailing twelve months is around 2.87%, more than PABFX's 2.49% yield.

The maximum PABAX drawdown since its inception was -45.94%, roughly equal to the maximum PABFX drawdown of -45.40%. Use the drawdown chart below to compare losses from any high point for PABAX and PABFX. For additional features, visit the drawdowns tool.

Putnam Dynamic Asset Allocation Balanced Fund (PABAX) and PGIM Balanced Fund (PABFX) have volatilities of 3.37% and 3.35%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.