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BALCX vs TRAIX
BALCX vs TRAIX Comparison
Open Charts BALCX vs TRAIX
American Funds American Balanced C
Price$38.04
Change-$0.59 (-1.53%)
VolumeN/A
Net Assets269.72B
T. Rowe Price Capital Appreciation I
Price$35.66
Change-$3.12 (-8.05%)
VolumeN/A
Net Assets70.59B
BALCX vs TRAIX Comparison Chart in %
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BALCX vs. TRAIX commentary
Feb 04, 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 TRAIX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 270B vs. TRAIX (70.6B). TRAIX pays higher dividends than BALCX: TRAIX (1.91) vs BALCX (1.25). 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 : 10.51 vs. TRAIX (2.05). BALCX return over 5 years is better than : 31.49 vs. TRAIX (13.23).
| 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 | 2.396 | -0.196 | -1,223% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 70.6B | 382% |
| Annual Yield % from dividends | 1.25 | 1.91 | 66% |
| Returns for 1 year | 10.51 | 2.05 | 514% |
| Returns for 3 years | 33.72 | 20.64 | 163% |
| Returns for 5 years | 31.49 | 13.23 | 238% |
| Returns for 10 years | 79.52 | 75.81 | 105% |
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