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BALCX vs TRAIX
BALCX vs TRAIX Comparison
Open Charts BALCX vs TRAIX
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.
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).
| BALCX | TRAIX | BALCX / TRAIX | |
| Total Expense Ratio | 1.31 | 0.58 | 226% |
| Annual Report Gross Expense Ratio | 1.31 | 0.61 | 215% |
| Fund Existence | 24 years | 10 years | - |
| Gain YTD | 8.597 | 9.217 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 69.6B | 365% |
| Annual Yield % from dividends | 1.19 | 2.15 | 55% |
| Returns for 1 year | 9.43 | 6.09 | 155% |
| Returns for 3 years | 32.20 | 21.99 | 146% |
| Returns for 5 years | 35.43 | 24.83 | 143% |
| Returns for 10 years | 58.21 | N/A | - |
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