Interact to see
Advertisement
Advertisement
BALCX vs RPBAX
BALCX vs RPBAX Comparison
Open Charts BALCX vs RPBAX
American Funds American Balanced C
Price$35.36
Change-$0.31 (-0.87%)
VolumeN/A
Net Assets244.39B
T. Rowe Price Balanced
Price$27.58
Change-$0.25 (-0.90%)
VolumeN/A
Net Assets4.73B
BALCX vs RPBAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
BALCX vs. RPBAX commentary
Jun 16, 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: 244B vs. RPBAX (4.73B). RPBAX pays higher dividends than BALCX: RPBAX (2.01) vs BALCX (1.24). 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 : 4.49 vs. RPBAX (3.81). BALCX return over 5 years is better than : 34.15 vs. RPBAX (24.38).
| 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 | 4.121 | 5.388 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 4.73B | 5,161% |
| Annual Yield % from dividends | 1.24 | 2.01 | 62% |
| Returns for 1 year | 4.49 | 3.81 | 118% |
| Returns for 3 years | 30.13 | 28.55 | 106% |
| Returns for 5 years | 34.15 | 24.38 | 140% |
| Returns for 10 years | 51.38 | 37.11 | 138% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| DDIIX | 14.85 | -0.15 | -1.00% |
| Macquarie Wealth Builder Institutional | |||
| TQCCX | 18.48 | -0.20 | -1.07% |
| Touchstone Dividend Equity C | |||
| WLCGX | 54.20 | -0.77 | -1.40% |
| Wilshire Large Company Growth Instl | |||
| EISMX | 39.79 | -0.63 | -1.56% |
| Eaton Vance Atlanta Capital SMID-Cap I | |||
| RYTHX | 192.00 | -3.26 | -1.67% |
| Rydex Technology A | |||