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BALCX vs IBALX
BALCX vs IBALX Comparison
Open Charts BALCX vs IBALX
American Funds American Balanced C
Price$37.11
Change-$0.08 (-0.22%)
VolumeN/A
Net Assets256.26B
Transamerica Multi-Managed Balanced A
Price$36.22
Change-$0.08 (-0.22%)
VolumeN/A
Net Assets1.46B
BALCX vs IBALX Comparison Chart in %
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BALCX vs. IBALX commentary
Aug 19, 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: 256B vs. IBALX (1.46B). IBALX pays higher dividends than BALCX: IBALX (1.49) vs BALCX (1.18). 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 : 7.16 vs. IBALX (4.13). BALCX return over 5 years is better than : 33.87 vs. IBALX (22.79).
| 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 | 9.274 | 7.789 | 119% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 1.46B | 17,570% |
| Annual Yield % from dividends | 1.18 | 1.49 | 79% |
| Returns for 1 year | 7.16 | 4.13 | 173% |
| Returns for 3 years | 27.12 | 19.57 | 139% |
| Returns for 5 years | 33.87 | 22.79 | 149% |
| Returns for 10 years | 59.19 | 53.91 | 110% |
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