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BALCX vs TRAIX
BALCX vs TRAIX Comparison
Open Charts BALCX vs TRAIX
American Funds American Balanced C
Price$35.36
Change-$0.31 (-0.87%)
VolumeN/A
Net Assets244.39B
T. Rowe Price Capital Appreciation I
Price$36.06
Change-$0.28 (-0.77%)
VolumeN/A
Net Assets66.37B
BALCX vs TRAIX Comparison Chart
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BALCX vs. TRAIX commentary
Jun 16, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 244B vs. TRAIX (66.4B). TRAIX pays higher dividends than BALCX: TRAIX (2.22) vs BALCX (1.24). 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 : 4.49 vs. TRAIX (2.05). BALCX return over 5 years is better than : 34.15 vs. TRAIX (25.07).
| 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 | 4.121 | 4.190 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 66.4B | 367% |
| Annual Yield % from dividends | 1.24 | 2.22 | 56% |
| Returns for 1 year | 4.49 | 2.05 | 219% |
| Returns for 3 years | 30.13 | 22.31 | 135% |
| Returns for 5 years | 34.15 | 25.07 | 136% |
| Returns for 10 years | 51.38 | N/A | - |
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