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BALCX vs PACLX
BALCX vs PACLX Comparison
Open Charts BALCX vs PACLX
American Funds American Balanced C
Price$38.09
Change-$0.16 (-0.42%)
VolumeN/A
Net Assets263.26B
T. Rowe Price Capital Appreciation Adv
Price$37.18
Change-$0.21 (-0.56%)
VolumeN/A
Net Assets69.94B
BALCX vs PACLX Comparison Chart in %
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BALCX vs. PACLX commentary
Sep 27, 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 Hold and PACLX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 263B vs. PACLX (69.9B). PACLX pays higher dividends than BALCX: PACLX (1.77) vs BALCX (1.16). BALCX was incepted earlier than PACLX: BALCX (25 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 : 7.33 vs. PACLX (0.86). BALCX return over 5 years is better than : 39.74 vs. PACLX (22.62).
| BALCX | PACLX | BALCX / PACLX | |
| Total Expense Ratio | 1.31 | 0.97 | 135% |
| Annual Report Gross Expense Ratio | 1.31 | 1.00 | 131% |
| Fund Existence | 25 years | 21 years | - |
| Gain YTD | 12.273 | 9.224 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 69.9B | 376% |
| Annual Yield % from dividends | 1.16 | 1.77 | 66% |
| Returns for 1 year | 7.33 | 0.86 | 855% |
| Returns for 3 years | 47.41 | 27.29 | 174% |
| Returns for 5 years | 39.74 | 22.62 | 176% |
| Returns for 10 years | 74.74 | 62.86 | 119% |
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