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BALCX vs IBALX
BALCX vs IBALX Comparison
Open Charts BALCX vs IBALX
American Funds American Balanced C
Price$38.32
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets263.25B
Transamerica Multi-Managed Balanced A
Price$37.06
Change-$0.03 (-0.08%)
VolumeN/A
Net Assets1.49B
BALCX vs IBALX Comparison Chart in %
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BALCX vs. IBALX commentary
Sep 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: 263B vs. IBALX (1.49B). IBALX pays higher dividends than BALCX: IBALX (1.47) vs BALCX (1.16). 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 : 8.90 vs. IBALX (4.74). BALCX return over 5 years is better than : 38.50 vs. IBALX (25.86).
| 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 | 12.837 | 10.379 | 124% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 1.49B | 17,639% |
| Annual Yield % from dividends | 1.16 | 1.47 | 79% |
| Returns for 1 year | 8.90 | 4.74 | 188% |
| Returns for 3 years | 40.59 | 32.62 | 124% |
| Returns for 5 years | 38.50 | 25.86 | 149% |
| Returns for 10 years | 71.68 | 63.82 | 112% |
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