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BALCX vs IBLLX
BALCX vs IBLLX Comparison
Open Charts BALCX vs IBLLX
American Funds American Balanced C
Price$36.57
Change+$0.17 (+0.47%)
VolumeN/A
Net Assets252.39B
Transamerica Multi-Managed Balanced C
Price$34.63
Change+$0.14 (+0.41%)
VolumeN/A
Net Assets1.43B
BALCX vs IBLLX Comparison Chart in %
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BALCX vs. IBLLX commentary
Jul 07, 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: 252B vs. IBLLX (1.43B). BALCX pays higher dividends than IBLLX: BALCX (1.19) vs IBLLX (0.84). 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 : 7.03 vs. IBLLX (2.65). BALCX return over 5 years is better than : 37.14 vs. IBLLX (22.97).
| 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 | 7.684 | 5.461 | 141% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 1.43B | 17,585% |
| Annual Yield % from dividends | 1.19 | 0.84 | 142% |
| Returns for 1 year | 7.03 | 2.65 | 265% |
| Returns for 3 years | 32.51 | 24.44 | 133% |
| Returns for 5 years | 37.14 | 22.97 | 162% |
| Returns for 10 years | 58.16 | 45.69 | 127% |
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