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BALCX vs TBLRX
BALCX vs TBLRX Comparison
Open Charts BALCX vs TBLRX
American Funds American Balanced C
Price$38.67
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.62B
Transamerica Balanced II R
Price$12.86
Change+$0.04 (+0.31%)
VolumeN/A
Net Assets71.1M
BALCX vs TBLRX Comparison Chart in %
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BALCX vs. TBLRX commentary
Oct 19, 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: 266B vs. TBLRX (71.1M). TBLRX pays higher dividends than BALCX: TBLRX (1.32) vs BALCX (1.12). 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 : 7.88 vs. TBLRX (-2.69). BALCX return over 5 years is better than : 37.80 vs. TBLRX (11.86).
| 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 | 13.983 | 10.759 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 71.1M | 374,121% |
| Annual Yield % from dividends | 1.12 | 1.32 | 85% |
| Returns for 1 year | 7.88 | -2.69 | -293% |
| Returns for 3 years | 47.51 | 27.93 | 170% |
| Returns for 5 years | 37.80 | 11.86 | 319% |
| Returns for 10 years | 67.75 | 45.14 | 150% |
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