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BALCX vs TBLRX
BALCX vs TBLRX Comparison
Open Charts BALCX vs TBLRX
American Funds American Balanced C
Price$35.36
Change-$0.31 (-0.87%)
VolumeN/A
Net Assets246.53B
Transamerica Balanced II R
Price$11.96
Change-$0.10 (-0.83%)
VolumeN/A
Net Assets68.43M
BALCX vs TBLRX Comparison Chart
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BALCX vs. TBLRX commentary
Jun 15, 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: 247B vs. TBLRX (68.4M). TBLRX pays higher dividends than BALCX: TBLRX (1.46) vs BALCX (1.24). BALCX was incepted earlier than TBLRX: BALCX (24 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 : 4.49 vs. TBLRX (-5.11). BALCX return over 5 years is better than : 34.15 vs. TBLRX (12.97).
| BALCX | TBLRX | BALCX / TBLRX | |
| Total Expense Ratio | 1.31 | 1.10 | 119% |
| Annual Report Gross Expense Ratio | 1.31 | 1.11 | 118% |
| Fund Existence | 24 years | 31 years | - |
| Gain YTD | 4.121 | 2.264 | 182% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 247B | 68.4M | 361,111% |
| Annual Yield % from dividends | 1.24 | 1.46 | 85% |
| Returns for 1 year | 4.49 | -5.11 | -88% |
| Returns for 3 years | 30.13 | 15.76 | 191% |
| Returns for 5 years | 34.15 | 12.97 | 263% |
| Returns for 10 years | 51.38 | 31.67 | 162% |
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