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BALCX vs IBALX
BALCX vs IBALX Comparison
Open Charts BALCX vs IBALX
American Funds American Balanced C
Price$36.88
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets254.37B
Transamerica Multi-Managed Balanced A
Price$35.92
Change+$0.10 (+0.28%)
VolumeN/A
Net Assets1.45B
BALCX vs IBALX Comparison Chart in %
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BALCX vs. IBALX commentary
Jul 28, 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: 254B vs. IBALX (1.45B). 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 : 9.43 vs. IBALX (5.94). BALCX return over 5 years is better than : 35.43 vs. IBALX (25.51).
| 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 | 8.597 | 6.897 | 125% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 1.45B | 17,566% |
| Annual Yield % from dividends | 1.19 | 1.51 | 79% |
| Returns for 1 year | 9.43 | 5.94 | 159% |
| Returns for 3 years | 32.20 | 25.84 | 125% |
| Returns for 5 years | 35.43 | 25.51 | 139% |
| Returns for 10 years | 58.21 | 53.00 | 110% |
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