Interact to see
Advertisement
Advertisement
BALCX vs RLBCX
BALCX vs RLBCX Comparison
Open Charts BALCX vs RLBCX
American Funds American Balanced C
Price$36.43
Change-$0.26 (-0.71%)
VolumeN/A
Net Assets251.16B
American Funds American Balanced R3
Price$36.51
Change-$0.26 (-0.71%)
VolumeN/A
Net Assets251.16B
BALCX vs RLBCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BALCX vs. RLBCX commentary
Aug 04, 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 RLBCX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX (251B) and RLBCX (251B) have equal amount of cash in the bank . RLBCX pays higher dividends than BALCX: RLBCX (1.56) vs BALCX (1.18). BALCX was incepted earlier than RLBCX: BALCX (24 years) vs RLBCX (23 years). BALCX (1.31) is less costly to investors than RLBCX (0.89). BALCX (44.00) and RLBCX (44.00) have comparable annual turnover. BALCX (250) and RLBCX (250) have matching initial minimum investment requirements. RLBCX annual gain was more profitable for investors over the last year : 7.14 vs. BALCX (6.69). RLBCX return over 5 years is better than : 35.49 vs. BALCX (33.12).
| BALCX | RLBCX | BALCX / RLBCX | |
| Total Expense Ratio | 1.31 | 0.89 | 147% |
| Annual Report Gross Expense Ratio | 1.31 | 0.89 | 147% |
| Fund Existence | 24 years | 23 years | - |
| Gain YTD | 7.272 | 7.534 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 251B | 251B | 100% |
| Annual Yield % from dividends | 1.18 | 1.56 | 76% |
| Returns for 1 year | 6.69 | 7.14 | 94% |
| Returns for 3 years | 28.36 | 29.81 | 95% |
| Returns for 5 years | 33.12 | 35.49 | 93% |
| Returns for 10 years | 55.58 | 59.49 | 93% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement