BALCX
Price
$36.57
Change
+$0.17 (+0.47%)
Updated
Jul 3 closing price
Net Assets
252.39B
IBALX
Price
$35.57
Change
+$0.14 (+0.40%)
Updated
Jul 3 closing price
Net Assets
1.43B
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BALCX vs IBALX

Header iconBALCX vs IBALX Comparison
Open Charts BALCX vs IBALXBanner chart's image
American Funds American Balanced C
Price$36.57
Change+$0.17 (+0.47%)
VolumeN/A
Net Assets252.39B
Transamerica Multi-Managed Balanced A
Price$35.57
Change+$0.14 (+0.40%)
VolumeN/A
Net Assets1.43B
BALCX vs IBALX Comparison Chart in %
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BALCX vs. IBALX commentary
Jul 07, 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.

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FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 252B vs. IBALX (1.43B). IBALX pays higher dividends than BALCX: IBALX (1.51) vs BALCX (1.19). 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 : 7.03 vs. IBALX (3.61). BALCX return over 5 years is better than : 37.14 vs. IBALX (27.00).
BALCXIBALXBALCX / IBALX
Total Expense Ratio1.310.97135%
Annual Report Gross Expense Ratio1.310.97135%
Fund Existence24 years31 years-
Gain YTD7.6845.855131%
Front LoadN/A6%-
Min. Initial Investment250100025%
Min. Initial Investment IRAN/AN/A-
Net Assets252B1.43B17,585%
Annual Yield % from dividends1.191.5179%
Returns for 1 year7.033.61195%
Returns for 3 years32.5127.19120%
Returns for 5 years37.1427.00138%
Returns for 10 years58.1652.37111%
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