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BALCX vs TBLRX
BALCX vs TBLRX Comparison
Open Charts BALCX vs TBLRX
American Funds American Balanced C
Price$38.71
Change-$0.48 (-1.22%)
VolumeN/A
Net Assets268.67B
Transamerica Balanced II R
Price$12.91
Change-$0.15 (-1.15%)
VolumeN/A
Net Assets71.59M
BALCX vs TBLRX Comparison Chart in %
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BALCX vs. TBLRX commentary
Nov 14, 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 Buy and TBLRX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 269B vs. TBLRX (71.6M). TBLRX pays higher dividends than BALCX: TBLRX (1.30) vs BALCX (1.10). BALCX was incepted earlier than TBLRX: BALCX (25 years) vs TBLRX (31 years). BALCX (1.31) is less costly to investors than TBLRX (1.11). BALCX is a more actively managed with annual turnover of: 44.00 vs. TBLRX (38.00). TBLRX has a lower initial minimum investment than BALCX: TBLRX (0) vs BALCX (250). BALCX annual gain was more profitable for investors over the last year : 7.94 vs. TBLRX (-2.13). BALCX return over 5 years is better than : 35.35 vs. TBLRX (11.48).
| BALCX | TBLRX | BALCX / TBLRX | |
| Total Expense Ratio | 1.31 | 1.10 | 119% |
| Annual Report Gross Expense Ratio | 1.31 | 1.11 | 118% |
| Fund Existence | 25 years | 31 years | - |
| Gain YTD | 14.101 | 12.482 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 71.6M | 375,698% |
| Annual Yield % from dividends | 1.10 | 1.30 | 85% |
| Returns for 1 year | 7.94 | -2.13 | -373% |
| Returns for 3 years | 39.68 | 23.78 | 167% |
| Returns for 5 years | 35.35 | 11.48 | 308% |
| Returns for 10 years | 66.50 | 47.93 | 139% |
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