PABFX vs. PABAX

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

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

This table presents a comparison of risk-adjusted performance metrics for PGIM Balanced Fund (PABFX) and Putnam Dynamic Asset Allocation Balanced Fund (PABAX). 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 PABFX Sharpe Ratio is 0.24, which is higher than the PABAX Sharpe Ratio of 0.10. The chart below compares the historical Sharpe Ratios of PABFX and PABAX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

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

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

PGIM Balanced Fund (PABFX) and Putnam Dynamic Asset Allocation Balanced Fund (PABAX) have volatilities of 3.35% and 3.37%, 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.