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BALCX vs IBALX
BALCX vs IBALX Comparison
Open Charts BALCX vs IBALX
American Funds American Balanced C
Price$36.83
Change+$0.12 (+0.33%)
VolumeN/A
Net Assets253.84B
Transamerica Multi-Managed Balanced A
Price$35.96
Change+$0.15 (+0.42%)
VolumeN/A
Net Assets1.45B
BALCX vs IBALX Comparison Chart in %
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BALCX vs. IBALX commentary
Aug 10, 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 IBALX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 254B vs. IBALX (1.45B). IBALX pays higher dividends than BALCX: IBALX (1.49) vs BALCX (1.18). BALCX was incepted earlier than IBALX: BALCX (24 years) vs IBALX (31 years). BALCX (1.31) is less costly to investors than IBALX (0.97). BALCX is a more actively managed with annual turnover of: 44.00 vs. IBALX (41.00). BALCX has a lower initial minimum investment than IBALX: BALCX (250) vs IBALX (1000). BALCX annual gain was more profitable for investors over the last year : 9.31 vs. IBALX (5.83). BALCX return over 5 years is better than : 32.91 vs. IBALX (21.52).
| BALCX | IBALX | BALCX / IBALX | |
| Total Expense Ratio | 1.31 | 0.97 | 135% |
| Annual Report Gross Expense Ratio | 1.31 | 0.97 | 135% |
| Fund Existence | 24 years | 31 years | - |
| Gain YTD | 8.450 | 6.569 | 129% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 1.45B | 17,566% |
| Annual Yield % from dividends | 1.18 | 1.49 | 79% |
| Returns for 1 year | 9.31 | 5.83 | 160% |
| Returns for 3 years | 29.24 | 21.53 | 136% |
| Returns for 5 years | 32.91 | 21.52 | 153% |
| Returns for 10 years | 57.99 | 52.78 | 110% |
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