Ad is loading...
BALCX vs TBLRX
BALCX vs TBLRX Comparison
Open Charts BALCX vs TBLRX
American Funds American Balanced C
Price$33.99
Change-$0.81 (-2.33%)
VolumeN/A
CapitalizationN/A
Transamerica Balanced II R
Price$13.32
Change-$0.28 (-2.06%)
VolumeN/A
CapitalizationN/A
BALCX vs TBLRX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
BALCX vs. TBLRX commentary
Dec 19, 2024
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 TBLRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 241B vs. TBLRX (114M). BALCX pays higher dividends than TBLRX: BALCX (1.59) vs TBLRX (1.41). BALCX was incepted earlier than TBLRX: BALCX (24 years) vs TBLRX (30 years). BALCX is a more actively managed with annual turnover of: 171.00 vs. TBLRX (34.00). TBLRX has a lower initial minimum investment than BALCX: TBLRX (0) vs BALCX (250). TBLRX annual gain was more profitable for investors over the last year : 15.40 vs. BALCX (11.89). BALCX return over 5 years is better than : 28.93 vs. TBLRX (27.26).
| BALCX | TBLRX | BALCX / TBLRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 30 years | - |
| Gain YTD | 10.937 | 16.718 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 241B | 114M | 211,404% |
| Annual Yield % from dividends | 1.59 | 1.41 | 113% |
| Returns for 1 year | 11.89 | 15.40 | 77% |
| Returns for 3 years | 10.17 | 0.53 | 1,918% |
| Returns for 5 years | 28.93 | 27.26 | 106% |
| Returns for 10 years | 40.96 | 50.31 | 81% |
View a ticker or compare two or three
VS
VS
Ad is loading...