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BALCX vs TRAIX
BALCX vs TRAIX Comparison
Open Charts BALCX vs TRAIX
American Funds American Balanced C
Price$39.47
Change+$0.10 (+0.25%)
VolumeN/A
Net Assets269.37B
T. Rowe Price Capital Appreciation I
Price$38.93
Change+$0.05 (+0.13%)
VolumeN/A
Net Assets71.43B
BALCX vs TRAIX Comparison Chart in %
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BALCX vs. TRAIX commentary
Dec 05, 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 TRAIX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 269B vs. TRAIX (71.4B). TRAIX pays higher dividends than BALCX: TRAIX (2.03) vs BALCX (1.08). BALCX was incepted earlier than TRAIX: BALCX (25 years) vs TRAIX (10 years). BALCX (1.31) is less costly to investors than TRAIX (0.61). TRAIX is a more actively managed with annual turnover of: 85.00 vs. BALCX (44.00). BALCX has a lower initial minimum investment than TRAIX: BALCX (250) vs TRAIX (500000). BALCX annual gain was more profitable for investors over the last year : 8.95 vs. TRAIX (1.85). BALCX return over 5 years is better than : 34.67 vs. TRAIX (15.18).
| BALCX | TRAIX | BALCX / TRAIX | |
| Total Expense Ratio | 1.31 | 0.58 | 226% |
| Annual Report Gross Expense Ratio | 1.31 | 0.61 | 215% |
| Fund Existence | 25 years | 10 years | - |
| Gain YTD | 16.341 | 12.482 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 71.4B | 377% |
| Annual Yield % from dividends | 1.08 | 2.03 | 53% |
| Returns for 1 year | 8.95 | 1.85 | 483% |
| Returns for 3 years | 37.95 | 22.54 | 168% |
| Returns for 5 years | 34.67 | 15.18 | 228% |
| Returns for 10 years | 67.52 | N/A | - |
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