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BALCX vs TBLRX
BALCX vs TBLRX Comparison
Open Charts BALCX vs TBLRX
American Funds American Balanced C
Price$38.04
Change-$0.59 (-1.53%)
VolumeN/A
Net Assets269.72B
Transamerica Balanced II R
Price$10.16
Change-$2.73 (-21.18%)
VolumeN/A
Net Assets71.43M
BALCX vs TBLRX Comparison Chart in %
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BALCX vs. TBLRX commentary
Feb 05, 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 TBLRX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 270B vs. TBLRX (71.4M). TBLRX pays higher dividends than BALCX: TBLRX (1.43) vs BALCX (1.25). BALCX was incepted earlier than TBLRX: BALCX (25 years) vs TBLRX (32 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 : 10.51 vs. TBLRX (-13.02). BALCX return over 5 years is better than : 31.49 vs. TBLRX (-14.06).
| 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 | 32 years | - |
| Gain YTD | 2.396 | 0.594 | 403% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 71.4M | 378,151% |
| Annual Yield % from dividends | 1.25 | 1.43 | 88% |
| Returns for 1 year | 10.51 | -13.02 | -81% |
| Returns for 3 years | 33.72 | -2.90 | -1,164% |
| Returns for 5 years | 31.49 | -14.06 | -224% |
| Returns for 10 years | 79.52 | 21.34 | 373% |
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