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BALCX vs IBALX
BALCX vs IBALX Comparison
Open Charts BALCX vs IBALX
American Funds American Balanced C
Price$32.77
Change-$0.31 (-0.94%)
VolumeN/A
Net Assets227.6B
Transamerica Multi-Managed Balanced A
Price$31.78
Change-$0.41 (-1.27%)
VolumeN/A
Net Assets1.3B
BALCX vs IBALX Comparison Chart
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BALCX vs. IBALX commentary
Apr 18, 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 Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 228B vs. IBALX (1.3B). IBALX pays higher dividends than BALCX: IBALX (1.65) vs BALCX (1.28). BALCX was incepted earlier than IBALX: BALCX (24 years) vs IBALX (30 years). BALCX (1.32) is less costly to investors than IBALX (0.98). BALCX is a more actively managed with annual turnover of: 171.00 vs. IBALX (33.00). 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 : 1.96 vs. IBALX (0.11). BALCX return over 5 years is better than : 28.07 vs. IBALX (22.36).
| BALCX | IBALX | BALCX / IBALX | |
| Total Expense Ratio | 1.32 | 0.98 | 135% |
| Annual Report Gross Expense Ratio | 1.32 | 0.98 | 135% |
| Fund Existence | 24 years | 30 years | - |
| Gain YTD | -3.631 | -4.584 | 79% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 228B | 1.3B | 17,512% |
| Annual Yield % from dividends | 1.28 | 1.65 | 78% |
| Returns for 1 year | 1.96 | 0.11 | 1,776% |
| Returns for 3 years | 8.33 | 4.67 | 178% |
| Returns for 5 years | 28.07 | 22.36 | 126% |
| Returns for 10 years | 39.77 | 35.81 | 111% |