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BALCX vs SIBAX
BALCX vs SIBAX Comparison
Open Charts BALCX vs SIBAX
American Funds American Balanced C
Price$37.99
Change-$0.05 (-0.13%)
VolumeN/A
Net Assets269.72B
BALCX vs SIBAX Comparison Chart in %
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BALCX vs. SIBAX commentary
Feb 05, 2026
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 Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 270B vs. SIBAX (75.8M). SIBAX pays higher dividends than BALCX: SIBAX (1.49) vs BALCX (1.25). 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). BALCX annual gain was more profitable for investors over the last year : 9.86 vs. SIBAX (8.06). SIBAX (32.64) and BALCX (31.19) have equivalent 5 years return.
| 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 | 2.261 | -1.720 | -131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 75.8M | 356,201% |
| Annual Yield % from dividends | 1.25 | 1.49 | 84% |
| Returns for 1 year | 9.86 | 8.06 | 122% |
| Returns for 3 years | 33.55 | 48.36 | 69% |
| Returns for 5 years | 31.19 | 32.64 | 96% |
| Returns for 10 years | 79.29 | 123.83 | 64% |
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