Interact to see
Advertisement
Advertisement
BALCX vs IBALX
BALCX vs IBALX Comparison
Open Charts BALCX vs IBALX
American Funds American Balanced C
Price$37.32
Change+$0.13 (+0.35%)
VolumeN/A
Net Assets269.37B
Transamerica Multi-Managed Balanced A
Price$36.22
Change+$0.10 (+0.28%)
VolumeN/A
Net Assets1.52B
BALCX vs IBALX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BALCX vs. IBALX commentary
Dec 26, 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 Hold.
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 : 8.54 vs. IBALX (6.56). BALCX return over 5 years is better than : 30.78 vs. IBALX (20.82).
| 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 | 10.004 | 8.191 | 122% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 1.52B | 17,674% |
| Annual Yield % from dividends | 1.08 | 1.36 | 80% |
| Returns for 1 year | 8.54 | 6.56 | 130% |
| Returns for 3 years | 34.84 | 34.17 | 102% |
| Returns for 5 years | 30.78 | 20.82 | 148% |
| Returns for 10 years | 66.04 | 60.77 | 109% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| CRYPTO / NAME | Price $ | Chg $ | Chg % |
| BCH.X | 589.368960 | 21.278260 | +3.75% |
| Bitcoin Cash cryptocurrency | |||
| REI.X | 0.003825 | -0.000102 | -2.60% |
| REI Network cryptocurrency | |||
| ENJ.X | 0.026563 | -0.000725 | -2.66% |
| Enjin Coin cryptocurrency | |||
| DENT.X | 0.000200 | -0.000006 | -2.72% |
| Dent cryptocurrency | |||
| GLM.X | 0.198693 | -0.005784 | -2.83% |
| Golem cryptocurrency | |||