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BALCX vs TBLRX
BALCX vs TBLRX Comparison
Open Charts BALCX vs TBLRX
American Funds American Balanced C
Price$37.35
Change+$0.03 (+0.08%)
VolumeN/A
Net Assets269.37B
Transamerica Balanced II R
Price$10.18
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets71.44M
BALCX vs TBLRX Comparison Chart in %
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BALCX vs. TBLRX 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 TBLRX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 269B vs. TBLRX (71.4M). TBLRX pays higher dividends than BALCX: TBLRX (1.29) vs BALCX (1.08). 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 : 8.47 vs. TBLRX (-13.57). BALCX return over 5 years is better than : 30.89 vs. TBLRX (-11.77).
| 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 | 10.092 | -12.323 | -82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 71.4M | 376,751% |
| Annual Yield % from dividends | 1.08 | 1.29 | 84% |
| Returns for 1 year | 8.47 | -13.57 | -62% |
| Returns for 3 years | 35.24 | 3.10 | 1,138% |
| Returns for 5 years | 30.89 | -11.77 | -262% |
| Returns for 10 years | 65.54 | 14.24 | 460% |
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