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BALCX vs SBACX
BALCX vs SBACX Comparison
Open Charts BALCX vs SBACX
American Funds American Balanced C
Price$37.11
Change-$0.08 (-0.22%)
VolumeN/A
Net Assets256.26B
Touchstone Balanced C
Price$30.21
Change-$0.02 (-0.07%)
VolumeN/A
Net Assets989.78M
BALCX vs SBACX Comparison Chart in %
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BALCX vs. SBACX 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 SBACX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 256B vs. SBACX (990M). BALCX pays higher dividends than SBACX: BALCX (1.18) vs SBACX (0.64). BALCX was incepted earlier than SBACX: BALCX (24 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 annual gain was more profitable for investors over the last year : 10.97 vs. BALCX (7.16). BALCX (33.87) and SBACX (32.59) have equivalent 5 years return.
| BALCX | SBACX | BALCX / SBACX | |
| Total Expense Ratio | 1.31 | 1.78 | 74% |
| Annual Report Gross Expense Ratio | 1.31 | 1.78 | 74% |
| Fund Existence | 24 years | 27 years | - |
| Gain YTD | 9.274 | 8.391 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 990M | 25,859% |
| Annual Yield % from dividends | 1.18 | 0.64 | 184% |
| Returns for 1 year | 7.16 | 10.97 | 65% |
| Returns for 3 years | 27.12 | 31.55 | 86% |
| Returns for 5 years | 33.87 | 32.59 | 104% |
| Returns for 10 years | 59.19 | 58.98 | 100% |
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