BALCX
Price
$38.67
Change
+$0.04 (+0.10%)
Updated
Oct 17 closing price
Net Assets
265.62B
IBALX
Price
$37.09
Change
+$0.11 (+0.30%)
Updated
Oct 17 closing price
Net Assets
1.5B
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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$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.

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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).
BALCXIBALXBALCX / IBALX
Total Expense Ratio1.310.97135%
Annual Report Gross Expense Ratio1.310.97135%
Fund Existence25 years31 years-
Gain YTD13.98310.790130%
Front LoadN/A6%-
Min. Initial Investment250100025%
Min. Initial Investment IRAN/AN/A-
Net Assets266B1.5B17,781%
Annual Yield % from dividends1.121.3981%
Returns for 1 year7.883.57221%
Returns for 3 years47.5138.85122%
Returns for 5 years37.8023.88158%
Returns for 10 years67.7561.81110%
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