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BALCX vs IBALX
BALCX vs IBALX Comparison
Open Charts BALCX vs IBALX
American Funds American Balanced C
Price$39.19
Change+$0.07 (+0.18%)
VolumeN/A
Net Assets268.19B
Transamerica Multi-Managed Balanced A
Price$37.65
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets1.52B
BALCX vs IBALX Comparison Chart in %
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BALCX vs. IBALX commentary
Nov 14, 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: 268B vs. IBALX (1.52B). IBALX pays higher dividends than BALCX: IBALX (1.37) vs BALCX (1.10). 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 (4.04). BALCX return over 5 years is better than : 37.03 vs. IBALX (23.40).
| 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 | 15.516 | 12.462 | 124% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 268B | 1.52B | 17,643% |
| Annual Yield % from dividends | 1.10 | 1.37 | 81% |
| Returns for 1 year | 9.12 | 4.04 | 226% |
| Returns for 3 years | 40.63 | 34.22 | 119% |
| Returns for 5 years | 37.03 | 23.40 | 158% |
| Returns for 10 years | 70.15 | 64.86 | 108% |
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