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BALCX vs IBALX
BALCX vs IBALX Comparison
Open Charts BALCX vs IBALX
American Funds American Balanced C
Price$35.27
Change+$0.08 (+0.23%)
VolumeN/A
Net Assets244.09B
Transamerica Multi-Managed Balanced A
Price$34.61
Change-$0.06 (-0.17%)
VolumeN/A
Net Assets1.4B
BALCX vs IBALX Comparison Chart
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BALCX vs. IBALX commentary
Jan 26, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 244B vs. IBALX (1.4B). 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 : 11.57 vs. IBALX (8.71). BALCX return over 5 years is better than : 28.44 vs. IBALX (22.02).
| 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 | 3.583 | 2.155 | 166% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 1.4B | 17,404% |
| Annual Yield % from dividends | 1.59 | 1.43 | 111% |
| Returns for 1 year | 11.57 | 8.71 | 133% |
| Returns for 3 years | 15.14 | 9.50 | 159% |
| Returns for 5 years | 28.44 | 22.02 | 129% |
| Returns for 10 years | 52.07 | 47.63 | 109% |
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