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BALCX vs IBLLX
BALCX vs IBLLX Comparison
Open Charts BALCX vs IBLLX
American Funds American Balanced C
Price$37.11
Change-$0.08 (-0.22%)
VolumeN/A
Net Assets256.26B
Transamerica Multi-Managed Balanced C
Price$35.23
Change-$0.07 (-0.20%)
VolumeN/A
Net Assets1.46B
BALCX vs IBLLX Comparison Chart in %
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BALCX vs. IBLLX commentary
Aug 18, 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: 256B vs. IBLLX (1.46B). BALCX pays higher dividends than IBLLX: BALCX (1.18) vs IBLLX (0.83). 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 : 7.16 vs. IBLLX (3.19). BALCX return over 5 years is better than : 33.87 vs. IBLLX (18.95).
| 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 | 9.274 | 7.288 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 1.46B | 17,570% |
| Annual Yield % from dividends | 1.18 | 0.83 | 142% |
| Returns for 1 year | 7.16 | 3.19 | 225% |
| Returns for 3 years | 27.12 | 17.01 | 159% |
| Returns for 5 years | 33.87 | 18.95 | 179% |
| Returns for 10 years | 59.19 | 47.19 | 125% |
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