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BALCX vs IBALX
BALCX vs IBALX Comparison
Open Charts BALCX vs IBALX
American Funds American Balanced C
Price$38.67
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.62B
Transamerica Multi-Managed Balanced A
Price$37.09
Change+$0.11 (+0.30%)
VolumeN/A
Net Assets1.5B
BALCX vs IBALX Comparison Chart in %
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BALCX vs. IBALX commentary
Oct 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: 266B vs. IBALX (1.5B). IBALX pays higher dividends than BALCX: IBALX (1.39) vs BALCX (1.12). 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 : 7.88 vs. IBALX (3.57). BALCX return over 5 years is better than : 37.80 vs. IBALX (23.88).
| 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 | 13.983 | 10.790 | 130% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 1.5B | 17,781% |
| Annual Yield % from dividends | 1.12 | 1.39 | 81% |
| Returns for 1 year | 7.88 | 3.57 | 221% |
| Returns for 3 years | 47.51 | 38.85 | 122% |
| Returns for 5 years | 37.80 | 23.88 | 158% |
| Returns for 10 years | 67.75 | 61.81 | 110% |
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