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BALCX vs SBACX
BALCX vs SBACX Comparison
Open Charts BALCX vs SBACX
American Funds American Balanced C
Price$37.79
Change+$0.15 (+0.40%)
VolumeN/A
Net Assets259.11B
Touchstone Balanced C
Price$30.45
Change+$0.09 (+0.30%)
VolumeN/A
Net Assets998.62M
BALCX vs SBACX Comparison Chart in %
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BALCX vs. SBACX commentary
Sep 09, 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 SBACX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 259B vs. SBACX (999M). BALCX pays higher dividends than SBACX: BALCX (1.16) vs SBACX (0.63). BALCX was incepted earlier than SBACX: BALCX (25 years) vs SBACX (27 years). SBACX (1.78) is less costly to investors than BALCX (1.31). SBACX is a more actively managed with annual turnover of: 70.00 vs. BALCX (44.00). BALCX has a lower initial minimum investment than SBACX: BALCX (250) vs SBACX (2500). SBACX (11.23) and BALCX (10.89) have marching annual gain over last year. BALCX return over 5 years is better than : 36.42 vs. SBACX (30.82).
| BALCX | SBACX | BALCX / SBACX | |
| Total Expense Ratio | 1.31 | 1.78 | 74% |
| Annual Report Gross Expense Ratio | 1.31 | 1.78 | 74% |
| Fund Existence | 25 years | 27 years | - |
| Gain YTD | 11.277 | 8.929 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259B | 999M | 25,926% |
| Annual Yield % from dividends | 1.16 | 0.63 | 183% |
| Returns for 1 year | 10.89 | 11.23 | 97% |
| Returns for 3 years | 34.57 | 42.12 | 82% |
| Returns for 5 years | 36.42 | 30.82 | 118% |
| Returns for 10 years | 69.02 | 66.48 | 104% |
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