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BALCX vs IBALX
BALCX vs IBALX Comparison
Open Charts BALCX vs IBALX
American Funds American Balanced C
Price$36.57
Change+$0.17 (+0.47%)
VolumeN/A
Net Assets252.39B
Transamerica Multi-Managed Balanced A
Price$35.57
Change+$0.14 (+0.40%)
VolumeN/A
Net Assets1.43B
BALCX vs IBALX Comparison Chart in %
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BALCX vs. IBALX commentary
Jul 07, 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: 252B vs. IBALX (1.43B). IBALX pays higher dividends than BALCX: IBALX (1.51) vs BALCX (1.19). BALCX was incepted earlier than IBALX: BALCX (24 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 : 7.03 vs. IBALX (3.61). BALCX return over 5 years is better than : 37.14 vs. IBALX (27.00).
| BALCX | IBALX | BALCX / IBALX | |
| Total Expense Ratio | 1.31 | 0.97 | 135% |
| Annual Report Gross Expense Ratio | 1.31 | 0.97 | 135% |
| Fund Existence | 24 years | 31 years | - |
| Gain YTD | 7.684 | 5.855 | 131% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 1.43B | 17,585% |
| Annual Yield % from dividends | 1.19 | 1.51 | 79% |
| Returns for 1 year | 7.03 | 3.61 | 195% |
| Returns for 3 years | 32.51 | 27.19 | 120% |
| Returns for 5 years | 37.14 | 27.00 | 138% |
| Returns for 10 years | 58.16 | 52.37 | 111% |
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