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BALCX vs TBLRX
BALCX vs TBLRX Comparison
Open Charts BALCX vs TBLRX
American Funds American Balanced C
Price$32.84
Change+$0.35 (+1.08%)
VolumeN/A
Net Assets226.04B
Transamerica Balanced II R
Price$11.08
Change+$0.09 (+0.82%)
VolumeN/A
Net Assets63.94M
BALCX vs TBLRX Comparison Chart
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BALCX vs. TBLRX commentary
Apr 15, 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: 226B vs. TBLRX (63.9M). TBLRX pays higher dividends than BALCX: TBLRX (1.51) vs BALCX (1.28). BALCX was incepted earlier than TBLRX: BALCX (24 years) vs TBLRX (31 years). BALCX (1.32) is less costly to investors than TBLRX (1.11). BALCX is a more actively managed with annual turnover of: 171.00 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 : 0.12 vs. TBLRX (-8.44). BALCX return over 5 years is better than : 31.24 vs. TBLRX (12.17).
| BALCX | TBLRX | BALCX / TBLRX | |
| Total Expense Ratio | 1.32 | 1.10 | 120% |
| Annual Report Gross Expense Ratio | 1.32 | 1.11 | 119% |
| Fund Existence | 24 years | 31 years | - |
| Gain YTD | -3.425 | -5.261 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 226B | 63.9M | 353,678% |
| Annual Yield % from dividends | 1.28 | 1.51 | 85% |
| Returns for 1 year | 0.12 | -8.44 | -1% |
| Returns for 3 years | 8.46 | -4.44 | -191% |
| Returns for 5 years | 31.24 | 12.17 | 257% |
| Returns for 10 years | 39.73 | 21.37 | 186% |