Ad is loading...
BALCX vs IBALX
BALCX vs IBALX Comparison
Open Charts BALCX vs IBALX
American Funds American Balanced C
Price$36.29
Change+$0.05 (+0.14%)
VolumeN/A
CapitalizationN/A
Transamerica Multi-Managed Balanced A
Price$36.37
Change-$0.06 (-0.16%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
BALCX vs IBALX Comparison Chart
Loading...
BALCX vs. IBALX commentary
Oct 18, 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 StrongBuy and IBALX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 239B 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). BALCX annual gain was more profitable for investors over the last year : 24.36 vs. IBALX (22.12). BALCX return over 5 years is better than : 36.70 vs. IBALX (33.27).
| 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 | 14.650 | 15.115 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 239B | 1.36B | 17,612% |
| Annual Yield % from dividends | 1.59 | 1.43 | 111% |
| Returns for 1 year | 24.36 | 22.12 | 110% |
| Returns for 3 years | 12.67 | 5.91 | 214% |
| Returns for 5 years | 36.70 | 33.27 | 110% |
| Returns for 10 years | 54.43 | 55.69 | 98% |
View a ticker or compare two or three
VS
VS
Ad is loading...