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BALCX vs SIBAX
BALCX vs SIBAX Comparison
Open Charts BALCX vs SIBAX
American Funds American Balanced C
Price$38.19
Change+$0.10 (+0.26%)
VolumeN/A
Net Assets262.04B
BALCX vs SIBAX Comparison Chart in %
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BALCX vs. SIBAX commentary
Sep 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 Hold and SIBAX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 262B vs. SIBAX (72.6M). SIBAX pays higher dividends than BALCX: SIBAX (1.43) vs BALCX (1.16). BALCX was incepted earlier than SIBAX: BALCX (25 years) vs SIBAX (32 years). BALCX (1.31) is less costly to investors than SIBAX (1.11). BALCX is a more actively managed with annual turnover of: 44.00 vs. SIBAX (33.30). 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 : 11.65 vs. BALCX (7.00). SIBAX return over 5 years is better than : 49.32 vs. BALCX (39.74).
| BALCX | SIBAX | BALCX / SIBAX | |
| Total Expense Ratio | 1.31 | 0.91 | 144% |
| Annual Report Gross Expense Ratio | 1.31 | 1.11 | 118% |
| Fund Existence | 25 years | 32 years | - |
| Gain YTD | 12.273 | 10.442 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 262B | 72.6M | 360,882% |
| Annual Yield % from dividends | 1.16 | 1.43 | 81% |
| Returns for 1 year | 7.00 | 11.65 | 60% |
| Returns for 3 years | 47.86 | 57.80 | 83% |
| Returns for 5 years | 39.74 | 49.32 | 81% |
| Returns for 10 years | 74.21 | 115.02 | 65% |
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