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BALCX vs TBLRX
BALCX vs TBLRX Comparison
Open Charts BALCX vs TBLRX
American Funds American Balanced C
Price$38.78
Change+$0.17 (+0.44%)
VolumeN/A
Net Assets266.1B
Transamerica Balanced II R
Price$12.92
Change+$0.04 (+0.31%)
VolumeN/A
Net Assets71.71M
BALCX vs TBLRX Comparison Chart in %
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BALCX vs. TBLRX commentary
Oct 09, 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: 266B vs. TBLRX (71.7M). TBLRX pays higher dividends than BALCX: TBLRX (1.32) vs BALCX (1.12). 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 : 9.12 vs. TBLRX (-1.51). BALCX return over 5 years is better than : 38.19 vs. TBLRX (12.13).
| 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 | 14.307 | 10.931 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 71.7M | 370,990% |
| Annual Yield % from dividends | 1.12 | 1.32 | 85% |
| Returns for 1 year | 9.12 | -1.51 | -603% |
| Returns for 3 years | 48.69 | 28.98 | 168% |
| Returns for 5 years | 38.19 | 12.13 | 315% |
| Returns for 10 years | 69.62 | 46.11 | 151% |
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