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BALCX vs RBAIX
BALCX vs RBAIX Comparison
Open Charts BALCX vs RBAIX
American Funds American Balanced C
Price$35.36
Change-$0.31 (-0.87%)
VolumeN/A
Net Assets244.39B
T. Rowe Price Balanced I
Price$27.56
Change-$0.26 (-0.93%)
VolumeN/A
Net Assets4.73B
BALCX vs RBAIX Comparison Chart
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BALCX vs. RBAIX commentary
Jun 15, 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: 244B vs. RBAIX (4.73B). RBAIX pays higher dividends than BALCX: RBAIX (2.15) vs BALCX (1.24). 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 : 4.49 vs. RBAIX (3.92). BALCX return over 5 years is better than : 34.15 vs. RBAIX (25.10).
| 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 | 4.121 | 5.428 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 4.73B | 5,161% |
| Annual Yield % from dividends | 1.24 | 2.15 | 58% |
| Returns for 1 year | 4.49 | 3.92 | 115% |
| Returns for 3 years | 30.13 | 29.02 | 104% |
| Returns for 5 years | 34.15 | 25.10 | 136% |
| Returns for 10 years | 51.38 | N/A | - |
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