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BALCX vs SIBAX
BALCX vs SIBAX Comparison
Open Charts BALCX vs SIBAX
American Funds American Balanced C
Price$37.35
Change+$0.03 (+0.08%)
VolumeN/A
Net Assets269.37B
BALCX vs SIBAX Comparison Chart in %
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BALCX vs. SIBAX commentary
Dec 27, 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 StrongBuy and SIBAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 269B vs. SIBAX (75.9M). SIBAX pays higher dividends than BALCX: SIBAX (1.37) vs BALCX (1.08). BALCX was incepted earlier than SIBAX: BALCX (25 years) vs SIBAX (32 years). BALCX (1.31) is less costly to investors than SIBAX (0.89). BALCX is a more actively managed with annual turnover of: 44.00 vs. SIBAX (35.11). BALCX has a lower initial minimum investment than SIBAX: BALCX (250) vs SIBAX (5000). SIBAX annual gain was more profitable for investors over the last year : 9.80 vs. BALCX (8.54). SIBAX return over 5 years is better than : 39.37 vs. BALCX (30.78).
| BALCX | SIBAX | BALCX / SIBAX | |
| Total Expense Ratio | 1.31 | 0.89 | 147% |
| Annual Report Gross Expense Ratio | 1.31 | 0.89 | 147% |
| Fund Existence | 25 years | 32 years | - |
| Gain YTD | 10.004 | 11.659 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 75.9M | 354,414% |
| Annual Yield % from dividends | 1.08 | 1.37 | 79% |
| Returns for 1 year | 8.54 | 9.80 | 87% |
| Returns for 3 years | 34.84 | 59.80 | 58% |
| Returns for 5 years | 30.78 | 39.37 | 78% |
| Returns for 10 years | 66.04 | 115.97 | 57% |
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