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BALCX vs IBLLX
BALCX vs IBLLX Comparison
Open Charts BALCX vs IBLLX
American Funds American Balanced C
Price$35.36
Change-$0.31 (-0.87%)
VolumeN/A
Net Assets246.53B
Transamerica Multi-Managed Balanced C
Price$33.52
Change-$0.28 (-0.83%)
VolumeN/A
Net Assets1.4B
BALCX vs IBLLX Comparison Chart
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BALCX vs. IBLLX commentary
Jun 14, 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 IBLLX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 247B vs. IBLLX (1.4B). BALCX pays higher dividends than IBLLX: BALCX (1.24) vs IBLLX (0.90). BALCX was incepted earlier than IBLLX: BALCX (24 years) vs IBLLX (23 years). IBLLX (1.72) is less costly to investors than BALCX (1.31). BALCX is a more actively managed with annual turnover of: 44.00 vs. IBLLX (41.00). BALCX has a lower initial minimum investment than IBLLX: BALCX (250) vs IBLLX (1000). BALCX annual gain was more profitable for investors over the last year : 4.49 vs. IBLLX (0.04). BALCX return over 5 years is better than : 34.15 vs. IBLLX (21.34).
| BALCX | IBLLX | BALCX / IBLLX | |
| Total Expense Ratio | 1.31 | 1.72 | 76% |
| Annual Report Gross Expense Ratio | 1.31 | 1.72 | 76% |
| Fund Existence | 24 years | 23 years | - |
| Gain YTD | 4.121 | 1.853 | 222% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 247B | 1.4B | 17,593% |
| Annual Yield % from dividends | 1.24 | 0.90 | 138% |
| Returns for 1 year | 4.49 | 0.04 | 10,656% |
| Returns for 3 years | 30.13 | 23.13 | 130% |
| Returns for 5 years | 34.15 | 21.34 | 160% |
| Returns for 10 years | 51.38 | 39.45 | 130% |
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