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BALCX vs PACLX
BALCX vs PACLX Comparison
Open Charts BALCX vs PACLX
American Funds American Balanced C
Price$36.88
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets254.37B
T. Rowe Price Capital Appreciation Adv
Price$37.09
Change+$0.13 (+0.35%)
VolumeN/A
Net Assets69.55B
BALCX vs PACLX Comparison Chart in %
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BALCX vs. PACLX commentary
Jul 28, 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 PACLX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 254B vs. PACLX (69.6B). PACLX pays higher dividends than BALCX: PACLX (1.82) vs BALCX (1.19). BALCX was incepted earlier than PACLX: BALCX (24 years) vs PACLX (21 years). BALCX (1.31) is less costly to investors than PACLX (1.00). PACLX is a more actively managed with annual turnover of: 85.00 vs. BALCX (44.00). BALCX has a lower initial minimum investment than PACLX: BALCX (250) vs PACLX (2500). BALCX annual gain was more profitable for investors over the last year : 9.43 vs. PACLX (5.53). BALCX return over 5 years is better than : 35.43 vs. PACLX (21.98).
| BALCX | PACLX | BALCX / PACLX | |
| Total Expense Ratio | 1.31 | 0.97 | 135% |
| Annual Report Gross Expense Ratio | 1.31 | 1.00 | 131% |
| Fund Existence | 24 years | 21 years | - |
| Gain YTD | 8.597 | 8.960 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 69.6B | 365% |
| Annual Yield % from dividends | 1.19 | 1.82 | 66% |
| Returns for 1 year | 9.43 | 5.53 | 170% |
| Returns for 3 years | 32.20 | 20.28 | 159% |
| Returns for 5 years | 35.43 | 21.98 | 161% |
| Returns for 10 years | 58.21 | 53.80 | 108% |
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