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BALCX vs IBALX
BALCX vs IBALX Comparison
Open Charts BALCX vs IBALX
American Funds American Balanced C
Price$38.04
Change-$0.59 (-1.53%)
VolumeN/A
Net Assets269.72B
Transamerica Multi-Managed Balanced A
Price$36.14
Change-$1.03 (-2.77%)
VolumeN/A
Net Assets1.51B
BALCX vs IBALX Comparison Chart in %
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BALCX vs. IBALX commentary
Feb 05, 2026
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 Hold and IBALX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 270B vs. IBALX (1.51B). IBALX pays higher dividends than BALCX: IBALX (1.43) vs BALCX (1.25). 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). IBALX is a more actively managed with annual turnover of: 50.00 vs. BALCX (44.00). 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 : 10.51 vs. IBALX (7.24). BALCX return over 5 years is better than : 31.49 vs. IBALX (17.64).
| 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 | 2.396 | 0.584 | 410% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 1.51B | 17,857% |
| Annual Yield % from dividends | 1.25 | 1.43 | 87% |
| Returns for 1 year | 10.51 | 7.24 | 145% |
| Returns for 3 years | 33.72 | 26.77 | 126% |
| Returns for 5 years | 31.49 | 17.64 | 179% |
| Returns for 10 years | 79.52 | 70.14 | 113% |
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