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BALCX vs IBALX
BALCX vs IBALX Comparison
Open Charts BALCX vs IBALX
American Funds American Balanced C
Price$38.45
Change+$0.10 (+0.26%)
VolumeN/A
Net Assets262.74B
Transamerica Multi-Managed Balanced A
Price$36.92
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets1.49B
BALCX vs IBALX Comparison Chart in %
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BALCX vs. IBALX commentary
Nov 20, 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 Hold and IBALX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 263B vs. IBALX (1.49B). IBALX pays higher dividends than BALCX: IBALX (1.37) vs BALCX (1.10). BALCX was incepted earlier than IBALX: BALCX (25 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 : 8.17 vs. IBALX (2.73). BALCX return over 5 years is better than : 34.58 vs. IBALX (21.05).
| BALCX | IBALX | BALCX / IBALX | |
| Total Expense Ratio | 1.31 | 0.97 | 135% |
| Annual Report Gross Expense Ratio | 1.31 | 0.97 | 135% |
| Fund Existence | 25 years | 31 years | - |
| Gain YTD | 13.334 | 10.043 | 133% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 1.49B | 17,699% |
| Annual Yield % from dividends | 1.10 | 1.37 | 81% |
| Returns for 1 year | 8.17 | 2.73 | 299% |
| Returns for 3 years | 38.17 | 31.64 | 121% |
| Returns for 5 years | 34.58 | 21.05 | 164% |
| Returns for 10 years | 63.59 | 58.08 | 109% |
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