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BALCX vs TBLRX
BALCX vs TBLRX Comparison
Open Charts BALCX vs TBLRX
American Funds American Balanced C
Price$37.11
Change-$0.08 (-0.22%)
VolumeN/A
Net Assets256.26B
Transamerica Balanced II R
Price$12.56
Change-$0.03 (-0.24%)
VolumeN/A
Net Assets70.65M
BALCX vs TBLRX Comparison Chart in %
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BALCX vs. TBLRX commentary
Aug 18, 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: 256B vs. TBLRX (70.6M). TBLRX pays higher dividends than BALCX: TBLRX (1.39) vs BALCX (1.18). 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 : 7.16 vs. TBLRX (-2.17). BALCX return over 5 years is better than : 33.87 vs. TBLRX (10.92).
| 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 | 9.274 | 7.798 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 70.6M | 362,606% |
| Annual Yield % from dividends | 1.18 | 1.39 | 85% |
| Returns for 1 year | 7.16 | -2.17 | -329% |
| Returns for 3 years | 27.12 | 10.31 | 263% |
| Returns for 5 years | 33.87 | 10.92 | 310% |
| Returns for 10 years | 59.19 | 38.72 | 153% |
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