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BALCX vs TBLRX
BALCX vs TBLRX Comparison
Open Charts BALCX vs TBLRX
American Funds American Balanced C
Price$38.32
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets263.25B
Transamerica Balanced II R
Price$12.85
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets71.93M
BALCX vs TBLRX Comparison Chart in %
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BALCX vs. TBLRX commentary
Sep 19, 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 TBLRX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 263B vs. TBLRX (71.9M). TBLRX pays higher dividends than BALCX: TBLRX (1.37) vs BALCX (1.16). BALCX was incepted earlier than TBLRX: BALCX (25 years) vs TBLRX (31 years). BALCX (1.31) is less costly to investors than TBLRX (1.11). BALCX is a more actively managed with annual turnover of: 44.00 vs. TBLRX (38.00). TBLRX has a lower initial minimum investment than BALCX: TBLRX (0) vs BALCX (250). BALCX annual gain was more profitable for investors over the last year : 9.30 vs. TBLRX (-1.50). BALCX return over 5 years is better than : 39.22 vs. TBLRX (14.26).
| BALCX | TBLRX | BALCX / TBLRX | |
| Total Expense Ratio | 1.31 | 1.10 | 119% |
| Annual Report Gross Expense Ratio | 1.31 | 1.11 | 118% |
| Fund Existence | 25 years | 31 years | - |
| Gain YTD | 12.837 | 10.201 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 71.9M | 365,786% |
| Annual Yield % from dividends | 1.16 | 1.37 | 85% |
| Returns for 1 year | 9.30 | -1.50 | -619% |
| Returns for 3 years | 40.24 | 21.70 | 185% |
| Returns for 5 years | 39.22 | 14.26 | 275% |
| Returns for 10 years | 71.25 | 47.05 | 151% |
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