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BALCX vs IBLLX
BALCX vs IBLLX Comparison
Open Charts BALCX vs IBLLX
American Funds American Balanced C
Price$37.79
Change+$0.15 (+0.40%)
VolumeN/A
Net Assets259.11B
Transamerica Multi-Managed Balanced C
Price$35.61
Change+$0.10 (+0.28%)
VolumeN/A
Net Assets1.47B
BALCX vs IBLLX Comparison Chart in %
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BALCX vs. IBLLX commentary
Sep 09, 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: 259B vs. IBLLX (1.47B). BALCX pays higher dividends than IBLLX: BALCX (1.16) vs IBLLX (0.82). BALCX was incepted earlier than IBLLX: BALCX (25 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 : 9.12 vs. IBLLX (3.89). BALCX return over 5 years is better than : 35.50 vs. IBLLX (18.56).
| BALCX | IBLLX | BALCX / IBLLX | |
| Total Expense Ratio | 1.31 | 1.72 | 76% |
| Annual Report Gross Expense Ratio | 1.31 | 1.72 | 76% |
| Fund Existence | 25 years | 23 years | - |
| Gain YTD | 10.835 | 8.141 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259B | 1.47B | 17,655% |
| Annual Yield % from dividends | 1.16 | 0.82 | 142% |
| Returns for 1 year | 9.12 | 3.89 | 235% |
| Returns for 3 years | 37.20 | 26.80 | 139% |
| Returns for 5 years | 35.50 | 18.56 | 191% |
| Returns for 10 years | 67.85 | 54.18 | 125% |