BALCX
Price
$36.88
Change
+$0.08 (+0.22%)
Updated
Jul 25 closing price
Net Assets
254.37B
TRAIX
Price
$37.80
Change
+$0.13 (+0.35%)
Updated
Jul 25 closing price
Net Assets
69.55B
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BALCX vs TRAIX

Header iconBALCX vs TRAIX Comparison
Open Charts BALCX vs TRAIXBanner chart's image
American Funds American Balanced C
Price$36.88
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets254.37B
T. Rowe Price Capital Appreciation I
Price$37.80
Change+$0.13 (+0.35%)
VolumeN/A
Net Assets69.55B
BALCX vs TRAIX Comparison Chart in %
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BALCX vs. TRAIX commentary
Jul 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 Buy and TRAIX is a Buy.

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FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 254B vs. TRAIX (69.6B). TRAIX pays higher dividends than BALCX: TRAIX (2.15) vs BALCX (1.19). BALCX was incepted earlier than TRAIX: BALCX (24 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 : 9.43 vs. TRAIX (6.09). BALCX return over 5 years is better than : 35.43 vs. TRAIX (24.83).
BALCXTRAIXBALCX / TRAIX
Total Expense Ratio1.310.58226%
Annual Report Gross Expense Ratio1.310.61215%
Fund Existence24 years10 years-
Gain YTD8.5979.21793%
Front LoadN/AN/A-
Min. Initial Investment2505000000%
Min. Initial Investment IRAN/AN/A-
Net Assets254B69.6B365%
Annual Yield % from dividends1.192.1555%
Returns for 1 year9.436.09155%
Returns for 3 years32.2021.99146%
Returns for 5 years35.4324.83143%
Returns for 10 years58.21N/A-
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