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BALCX vs TRPBX
BALCX vs TRPBX Comparison
Open Charts BALCX vs TRPBX
American Funds American Balanced C
Price$37.99
Change-$0.05 (-0.13%)
VolumeN/A
Net Assets269.72B
T. Rowe Price Spectrum Moderate Allc I
Price$25.65
Change-$0.04 (-0.16%)
VolumeN/A
Net Assets2.05B
BALCX vs TRPBX Comparison Chart in %
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BALCX vs. TRPBX commentary
Feb 05, 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 TRPBX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 270B vs. TRPBX (2.05B). TRPBX pays higher dividends than BALCX: TRPBX (2.60) vs BALCX (1.25). BALCX was incepted earlier than TRPBX: BALCX (25 years) vs TRPBX (32 years). BALCX (1.31) is less costly to investors than TRPBX (0.94). TRPBX (45.00) and BALCX (44.00) have comparable annual turnover. BALCX has a lower initial minimum investment than TRPBX: BALCX (250) vs TRPBX (2500). BALCX annual gain was more profitable for investors over the last year : 9.86 vs. TRPBX (8.21). BALCX return over 5 years is better than : 31.19 vs. TRPBX (4.71).
| BALCX | TRPBX | BALCX / TRPBX | |
| Total Expense Ratio | 1.31 | 0.76 | 172% |
| Annual Report Gross Expense Ratio | 1.31 | 0.94 | 139% |
| Fund Existence | 25 years | 32 years | - |
| Gain YTD | 2.261 | 2.354 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 2.05B | 13,203% |
| Annual Yield % from dividends | 1.25 | 2.60 | 48% |
| Returns for 1 year | 9.86 | 8.21 | 120% |
| Returns for 3 years | 33.55 | 27.16 | 124% |
| Returns for 5 years | 31.19 | 4.71 | 662% |
| Returns for 10 years | 79.29 | 56.04 | 141% |
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