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BALCX vs TRAIX
BALCX vs TRAIX Comparison
Open Charts BALCX vs TRAIX
American Funds American Balanced C
Price$38.19
Change+$0.10 (+0.26%)
VolumeN/A
Net Assets262.04B
T. Rowe Price Capital Appreciation I
Price$38.08
Change+$0.16 (+0.42%)
VolumeN/A
Net Assets69.54B
BALCX vs TRAIX Comparison Chart in %
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BALCX vs. TRAIX commentary
Sep 27, 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 Hold and TRAIX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 262B vs. TRAIX (69.5B). TRAIX pays higher dividends than BALCX: TRAIX (2.10) vs BALCX (1.16). 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 : 7.00 vs. TRAIX (1.82). BALCX return over 5 years is better than : 39.74 vs. TRAIX (26.02).
| 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 | 12.273 | 10.026 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 262B | 69.5B | 377% |
| Annual Yield % from dividends | 1.16 | 2.10 | 55% |
| Returns for 1 year | 7.00 | 1.82 | 386% |
| Returns for 3 years | 47.86 | 29.66 | 161% |
| Returns for 5 years | 39.74 | 26.02 | 153% |
| Returns for 10 years | 74.21 | N/A | - |
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