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BALCX vs SIBAX
BALCX vs SIBAX Comparison
Open Charts BALCX vs SIBAX
American Funds American Balanced C
Price$35.00
Change-$0.35 (-0.99%)
VolumeN/A
Net Assets242.17B
BALCX vs SIBAX Comparison Chart
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BALCX vs. SIBAX commentary
Feb 23, 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 SIBAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 242B vs. SIBAX (69.4M). BALCX pays higher dividends than SIBAX: BALCX (1.59) vs SIBAX (1.27). BALCX was incepted earlier than SIBAX: BALCX (24 years) vs SIBAX (31 years). BALCX is a more actively managed with annual turnover of: 171.00 vs. SIBAX (39.71). BALCX has a lower initial minimum investment than SIBAX: BALCX (250) vs SIBAX (5000). SIBAX annual gain was more profitable for investors over the last year : 14.36 vs. BALCX (8.38). SIBAX return over 5 years is better than : 44.68 vs. BALCX (26.14).
| BALCX | SIBAX | BALCX / SIBAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 31 years | - |
| Gain YTD | 2.790 | 2.000 | 140% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242B | 69.4M | 348,703% |
| Annual Yield % from dividends | 1.59 | 1.27 | 125% |
| Returns for 1 year | 8.38 | 14.36 | 58% |
| Returns for 3 years | 15.69 | 24.02 | 65% |
| Returns for 5 years | 26.14 | 44.68 | 58% |
| Returns for 10 years | 46.66 | 87.52 | 53% |
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