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BALCX vs SBACX
BALCX vs SBACX Comparison
Open Charts BALCX vs SBACX
American Funds American Balanced C
Price$38.35
Change-$0.16 (-0.42%)
VolumeN/A
Net Assets263.89B
Touchstone Balanced C
Price$30.50
Change-$0.13 (-0.42%)
VolumeN/A
Net Assets992.64M
BALCX vs SBACX Comparison Chart in %
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BALCX vs. SBACX commentary
Nov 20, 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 Hold and SBACX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 264B vs. SBACX (993M). BALCX pays higher dividends than SBACX: BALCX (1.10) vs SBACX (0.59). BALCX was incepted earlier than SBACX: BALCX (25 years) vs SBACX (28 years). SBACX (1.76) is less costly to investors than BALCX (1.31). SBACX is a more actively managed with annual turnover of: 82.00 vs. BALCX (44.00). BALCX has a lower initial minimum investment than SBACX: BALCX (250) vs SBACX (2500). SBACX annual gain was more profitable for investors over the last year : 9.08 vs. BALCX (8.00). BALCX return over 5 years is better than : 33.87 vs. SBACX (28.22).
| BALCX | SBACX | BALCX / SBACX | |
| Total Expense Ratio | 1.31 | 1.76 | 74% |
| Annual Report Gross Expense Ratio | 1.31 | 1.76 | 74% |
| Fund Existence | 25 years | 28 years | - |
| Gain YTD | 13.040 | 10.037 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 264B | 993M | 26,586% |
| Annual Yield % from dividends | 1.10 | 0.59 | 188% |
| Returns for 1 year | 8.00 | 9.08 | 88% |
| Returns for 3 years | 37.81 | 42.33 | 89% |
| Returns for 5 years | 33.87 | 28.22 | 120% |
| Returns for 10 years | 63.16 | 62.25 | 101% |
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