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BALCX vs IBALX
BALCX vs IBALX Comparison
Open Charts BALCX vs IBALX
American Funds American Balanced C
Price$34.04
Change-$0.03 (-0.09%)
VolumeN/A
Net Assets234.12B
Transamerica Multi-Managed Balanced A
Price$33.24
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets1.34B
BALCX vs IBALX Comparison Chart
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BALCX vs. IBALX commentary
May 11, 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: 234B vs. IBALX (1.34B). IBALX pays higher dividends than BALCX: IBALX (1.65) vs BALCX (1.29). BALCX was incepted earlier than IBALX: BALCX (24 years) vs IBALX (30 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 : 3.44 vs. IBALX (0.52). BALCX return over 5 years is better than : 32.49 vs. IBALX (24.40).
| 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 | 30 years | - |
| Gain YTD | 0.104 | -1.472 | -7% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 234B | 1.34B | 17,437% |
| Annual Yield % from dividends | 1.29 | 1.65 | 78% |
| Returns for 1 year | 3.44 | 0.52 | 665% |
| Returns for 3 years | 19.45 | 15.05 | 129% |
| Returns for 5 years | 32.49 | 24.40 | 133% |
| Returns for 10 years | 44.72 | 40.46 | 111% |
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