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BALCX vs IBALX
BALCX vs IBALX Comparison
Open Charts BALCX vs IBALX
American Funds American Balanced C
Price$37.64
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets257.73B
Transamerica Multi-Managed Balanced A
Price$36.53
Change-$0.02 (-0.05%)
VolumeN/A
Net Assets1.47B
BALCX vs IBALX Comparison Chart in %
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BALCX vs. IBALX commentary
Sep 08, 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 BALCX is a Buy and IBALX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 258B vs. IBALX (1.47B). IBALX pays higher dividends than BALCX: IBALX (1.47) vs BALCX (1.16). BALCX was incepted earlier than IBALX: BALCX (25 years) vs IBALX (31 years). BALCX (1.31) is less costly to investors than IBALX (0.97). BALCX is a more actively managed with annual turnover of: 44.00 vs. IBALX (41.00). BALCX has a lower initial minimum investment than IBALX: BALCX (250) vs IBALX (1000). BALCX annual gain was more profitable for investors over the last year : 9.12 vs. IBALX (4.84). BALCX return over 5 years is better than : 35.50 vs. IBALX (22.45).
| BALCX | IBALX | BALCX / IBALX | |
| Total Expense Ratio | 1.31 | 0.97 | 135% |
| Annual Report Gross Expense Ratio | 1.31 | 0.97 | 135% |
| Fund Existence | 25 years | 31 years | - |
| Gain YTD | 10.835 | 8.712 | 124% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 258B | 1.47B | 17,587% |
| Annual Yield % from dividends | 1.16 | 1.47 | 79% |
| Returns for 1 year | 9.12 | 4.84 | 188% |
| Returns for 3 years | 37.20 | 29.59 | 126% |
| Returns for 5 years | 35.50 | 22.45 | 158% |
| Returns for 10 years | 67.85 | 61.28 | 111% |
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