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BALCX vs TRAIX
BALCX vs TRAIX Comparison
Open Charts BALCX vs TRAIX
American Funds American Balanced C
Price$38.71
Change-$0.48 (-1.22%)
VolumeN/A
Net Assets268.67B
T. Rowe Price Capital Appreciation I
Price$38.81
Change-$0.32 (-0.82%)
VolumeN/A
Net Assets72.02B
BALCX vs TRAIX Comparison Chart in %
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BALCX vs. TRAIX commentary
Nov 14, 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: 269B vs. TRAIX (72B). TRAIX pays higher dividends than BALCX: TRAIX (2.04) vs BALCX (1.10). 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 : 7.94 vs. TRAIX (2.87). BALCX return over 5 years is better than : 35.35 vs. TRAIX (18.26).
| 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 | 14.101 | 13.060 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 72B | 374% |
| Annual Yield % from dividends | 1.10 | 2.04 | 54% |
| Returns for 1 year | 7.94 | 2.87 | 276% |
| Returns for 3 years | 39.68 | 25.06 | 158% |
| Returns for 5 years | 35.35 | 18.26 | 194% |
| Returns for 10 years | 66.50 | N/A | - |
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