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BALCX vs IBALX
BALCX vs IBALX Comparison
Open Charts BALCX vs IBALX
American Funds American Balanced C
Price$34.29
Change+$0.21 (+0.62%)
VolumeN/A
CapitalizationN/A
Transamerica Multi-Managed Balanced A
Price$36.29
Change+$0.27 (+0.75%)
VolumeN/A
CapitalizationN/A
BALCX vs IBALX Comparison Chart
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BALCX vs. IBALX commentary
Dec 24, 2024
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: 236B vs. IBALX (1.36B). BALCX pays higher dividends than IBALX: BALCX (1.59) vs IBALX (1.43). BALCX was incepted earlier than IBALX: BALCX (24 years) vs IBALX (30 years). 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). IBALX annual gain was more profitable for investors over the last year : 15.70 vs. BALCX (9.35). IBALX return over 5 years is better than : 30.15 vs. BALCX (26.04).
| BALCX | IBALX | BALCX / IBALX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 30 years | - |
| Gain YTD | 8.761 | 15.083 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 236B | 1.36B | 17,391% |
| Annual Yield % from dividends | 1.59 | 1.43 | 111% |
| Returns for 1 year | 9.35 | 15.70 | 60% |
| Returns for 3 years | 7.68 | 9.39 | 82% |
| Returns for 5 years | 26.04 | 30.15 | 86% |
| Returns for 10 years | 45.34 | 53.15 | 85% |