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BALCX vs IBALX
BALCX vs IBALX Comparison
Open Charts BALCX vs IBALX
American Funds American Balanced C
Price$39.47
Change+$0.10 (+0.25%)
VolumeN/A
Net Assets269.37B
Transamerica Multi-Managed Balanced A
Price$37.69
Change+$0.08 (+0.21%)
VolumeN/A
Net Assets1.52B
BALCX vs IBALX Comparison Chart in %
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BALCX vs. IBALX commentary
Dec 04, 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 StrongBuy and IBALX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 269B vs. IBALX (1.52B). IBALX pays higher dividends than BALCX: IBALX (1.36) vs BALCX (1.08). 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 : 8.45 vs. IBALX (2.90). BALCX return over 5 years is better than : 34.89 vs. IBALX (21.30).
| 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 | 15.810 | 12.164 | 130% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 1.52B | 17,721% |
| Annual Yield % from dividends | 1.08 | 1.36 | 80% |
| Returns for 1 year | 8.45 | 2.90 | 292% |
| Returns for 3 years | 37.32 | 30.69 | 122% |
| Returns for 5 years | 34.89 | 21.30 | 164% |
| Returns for 10 years | 66.76 | 60.93 | 110% |
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