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BALCX vs RPBAX
BALCX vs RPBAX Comparison
Open Charts BALCX vs RPBAX
American Funds American Balanced C
Price$37.11
Change-$0.08 (-0.22%)
VolumeN/A
Net Assets256.26B
T. Rowe Price Balanced
Price$28.70
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets4.89B
BALCX vs RPBAX Comparison Chart in %
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BALCX vs. RPBAX commentary
Aug 18, 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 RPBAX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 256B vs. RPBAX (4.89B). RPBAX pays higher dividends than BALCX: RPBAX (2.00) vs BALCX (1.18). BALCX was incepted earlier than RPBAX: BALCX (24 years) vs RPBAX (86 years). BALCX (1.31) is less costly to investors than RPBAX (0.65). BALCX is a more actively managed with annual turnover of: 44.00 vs. RPBAX (39.20). BALCX has a lower initial minimum investment than RPBAX: BALCX (250) vs RPBAX (2500). BALCX annual gain was more profitable for investors over the last year : 7.16 vs. RPBAX (6.33). BALCX return over 5 years is better than : 33.87 vs. RPBAX (21.42).
| BALCX | RPBAX | BALCX / RPBAX | |
| Total Expense Ratio | 1.31 | 0.60 | 218% |
| Annual Report Gross Expense Ratio | 1.31 | 0.65 | 202% |
| Fund Existence | 24 years | 86 years | - |
| Gain YTD | 9.274 | 10.401 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 4.89B | 5,231% |
| Annual Yield % from dividends | 1.18 | 2.00 | 59% |
| Returns for 1 year | 7.16 | 6.33 | 113% |
| Returns for 3 years | 27.12 | 22.84 | 119% |
| Returns for 5 years | 33.87 | 21.42 | 158% |
| Returns for 10 years | 59.19 | 44.60 | 133% |
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