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BALCX vs SIBLX
BALCX vs SIBLX Comparison
Open Charts BALCX vs SIBLX
American Funds American Balanced C
Price$38.04
Change-$0.59 (-1.53%)
VolumeN/A
Net Assets269.72B
Touchstone Balanced Y
Price$29.97
Change-$0.61 (-1.99%)
VolumeN/A
Net Assets1.01B
BALCX vs SIBLX Comparison Chart in %
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BALCX vs. SIBLX commentary
Feb 04, 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 SIBLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 270B vs. SIBLX (1.01B). SIBLX pays higher dividends than BALCX: SIBLX (1.54) vs BALCX (1.25). BALCX was incepted earlier than SIBLX: BALCX (25 years) vs SIBLX (18 years). BALCX (1.31) is less costly to investors than SIBLX (0.77). SIBLX is a more actively managed with annual turnover of: 82.00 vs. BALCX (44.00). BALCX has a lower initial minimum investment than SIBLX: BALCX (250) vs SIBLX (2500). BALCX annual gain was more profitable for investors over the last year : 10.51 vs. SIBLX (7.77). SIBLX return over 5 years is better than : 33.78 vs. BALCX (31.49).
| BALCX | SIBLX | BALCX / SIBLX | |
| Total Expense Ratio | 1.31 | 0.77 | 170% |
| Annual Report Gross Expense Ratio | 1.31 | 0.77 | 170% |
| Fund Existence | 25 years | 18 years | - |
| Gain YTD | 2.396 | 0.368 | 650% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 1.01B | 26,706% |
| Annual Yield % from dividends | 1.25 | 1.54 | 81% |
| Returns for 1 year | 10.51 | 7.77 | 135% |
| Returns for 3 years | 33.72 | 37.81 | 89% |
| Returns for 5 years | 31.49 | 33.78 | 93% |
| Returns for 10 years | 79.52 | 91.86 | 87% |
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