Interact to see
Advertisement
Advertisement
BALCX vs RBAIX
BALCX vs RBAIX Comparison
Open Charts BALCX vs RBAIX
American Funds American Balanced C
Price$36.57
Change+$0.17 (+0.47%)
VolumeN/A
Net Assets252.39B
T. Rowe Price Balanced I
Price$28.15
Change+$0.08 (+0.29%)
VolumeN/A
Net Assets4.83B
BALCX vs RBAIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BALCX vs. RBAIX 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 RBAIX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 252B vs. RBAIX (4.83B). RBAIX pays higher dividends than BALCX: RBAIX (2.15) vs BALCX (1.19). BALCX was incepted earlier than RBAIX: BALCX (24 years) vs RBAIX (10 years). BALCX (1.31) is less costly to investors than RBAIX (0.52). BALCX is a more actively managed with annual turnover of: 44.00 vs. RBAIX (39.20). BALCX has a lower initial minimum investment than RBAIX: BALCX (250) vs RBAIX (500000). BALCX annual gain was more profitable for investors over the last year : 7.03 vs. RBAIX (5.83). BALCX return over 5 years is better than : 37.14 vs. RBAIX (26.29).
| BALCX | RBAIX | BALCX / RBAIX | |
| Total Expense Ratio | 1.31 | 0.47 | 279% |
| Annual Report Gross Expense Ratio | 1.31 | 0.52 | 252% |
| Fund Existence | 24 years | 10 years | - |
| Gain YTD | 7.684 | 8.444 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 4.83B | 5,215% |
| Annual Yield % from dividends | 1.19 | 2.15 | 55% |
| Returns for 1 year | 7.03 | 5.83 | 121% |
| Returns for 3 years | 32.51 | 29.99 | 108% |
| Returns for 5 years | 37.14 | 26.29 | 141% |
| Returns for 10 years | 58.16 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement