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BALCX vs SIBLX
BALCX vs SIBLX Comparison
Open Charts BALCX vs SIBLX
American Funds American Balanced C
Price$37.35
Change+$0.03 (+0.08%)
VolumeN/A
Net Assets269.37B
Touchstone Balanced Y
Price$30.18
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets1.01B
BALCX vs SIBLX Comparison Chart in %
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BALCX vs. SIBLX commentary
Dec 28, 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 SIBLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 269B vs. SIBLX (1.01B). SIBLX pays higher dividends than BALCX: SIBLX (1.51) vs BALCX (1.08). 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). SIBLX annual gain was more profitable for investors over the last year : 8.98 vs. BALCX (8.47). SIBLX return over 5 years is better than : 38.30 vs. BALCX (30.89).
| 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 | 10.092 | 10.490 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 1.01B | 26,581% |
| Annual Yield % from dividends | 1.08 | 1.51 | 72% |
| Returns for 1 year | 8.47 | 8.98 | 94% |
| Returns for 3 years | 35.24 | 47.48 | 74% |
| Returns for 5 years | 30.89 | 38.30 | 81% |
| Returns for 10 years | 65.54 | 82.35 | 80% |
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