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BALCX vs TRAIX
BALCX vs TRAIX Comparison
Open Charts BALCX vs TRAIX
American Funds American Balanced C
Price$38.08
Change-$0.04 (-0.10%)
VolumeN/A
Net Assets269.72B
T. Rowe Price Capital Appreciation I
Price$36.10
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets70.59B
BALCX vs TRAIX Comparison Chart in %
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BALCX vs. TRAIX commentary
Jan 14, 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 Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 270B vs. TRAIX (70.6B). TRAIX pays higher dividends than BALCX: TRAIX (1.92) vs BALCX (1.28). 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 : 13.79 vs. TRAIX (5.92). BALCX return over 5 years is better than : 32.10 vs. TRAIX (15.97).
| 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 | 2.503 | 1.036 | 242% |
| 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 | 1.28 | 1.92 | 67% |
| Returns for 1 year | 13.79 | 5.92 | 233% |
| Returns for 3 years | 34.95 | 24.70 | 142% |
| Returns for 5 years | 32.10 | 15.97 | 201% |
| Returns for 10 years | 80.75 | 78.58 | 103% |
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