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BALCX vs IBALX
BALCX vs IBALX Comparison
Open Charts BALCX vs IBALX
American Funds American Balanced C
Price$35.36
Change-$0.31 (-0.87%)
VolumeN/A
Net Assets246.53B
Transamerica Multi-Managed Balanced A
Price$34.47
Change-$0.30 (-0.86%)
VolumeN/A
Net Assets1.4B
BALCX vs IBALX Comparison Chart
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BALCX vs. IBALX commentary
Jun 15, 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: 247B vs. IBALX (1.4B). IBALX pays higher dividends than BALCX: IBALX (1.60) vs BALCX (1.24). 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 : 4.49 vs. IBALX (0.93). BALCX return over 5 years is better than : 34.15 vs. IBALX (25.05).
| 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 | 4.121 | 2.174 | 190% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 247B | 1.4B | 17,593% |
| Annual Yield % from dividends | 1.24 | 1.60 | 78% |
| Returns for 1 year | 4.49 | 0.93 | 481% |
| Returns for 3 years | 30.13 | 25.55 | 118% |
| Returns for 5 years | 34.15 | 25.05 | 136% |
| Returns for 10 years | 51.38 | 45.55 | 113% |
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