Ad is loading...
BALCX vs TBLRX
BALCX vs TBLRX Comparison
Open Charts BALCX vs TBLRX
American Funds American Balanced C
Price$34.04
Change-$0.03 (-0.09%)
VolumeN/A
Net Assets234.12B
Transamerica Balanced II R
Price$11.53
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets66.05M
BALCX vs TBLRX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
BALCX vs. TBLRX commentary
May 12, 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: 234B vs. TBLRX (66.1M). TBLRX pays higher dividends than BALCX: TBLRX (1.51) vs BALCX (1.29). BALCX was incepted earlier than TBLRX: BALCX (24 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 : 3.44 vs. TBLRX (-5.49). BALCX return over 5 years is better than : 32.49 vs. TBLRX (12.37).
| BALCX | TBLRX | BALCX / TBLRX | |
| Total Expense Ratio | 1.31 | 1.10 | 119% |
| Annual Report Gross Expense Ratio | 1.31 | 1.11 | 118% |
| Fund Existence | 24 years | 31 years | - |
| Gain YTD | 0.104 | -1.413 | -7% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 234B | 66.1M | 354,009% |
| Annual Yield % from dividends | 1.29 | 1.51 | 85% |
| Returns for 1 year | 3.44 | -5.49 | -63% |
| Returns for 3 years | 19.45 | 6.05 | 321% |
| Returns for 5 years | 32.49 | 12.37 | 263% |
| Returns for 10 years | 44.72 | 27.00 | 166% |
View a ticker or compare two or three
VS
VS
Ad is loading...