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BALCX vs TBLRX
BALCX vs TBLRX Comparison
Open Charts BALCX vs TBLRX
American Funds American Balanced C
Price$36.83
Change+$0.12 (+0.33%)
VolumeN/A
Net Assets253.84B
Transamerica Balanced II R
Price$12.47
Change+$0.05 (+0.40%)
VolumeN/A
Net Assets70.22M
BALCX vs TBLRX Comparison Chart in %
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BALCX vs. TBLRX commentary
Aug 10, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 254B vs. TBLRX (70.2M). TBLRX pays higher dividends than BALCX: TBLRX (1.39) vs BALCX (1.18). 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 : 9.31 vs. TBLRX (-0.20). BALCX return over 5 years is better than : 32.91 vs. TBLRX (10.22).
| 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 | 8.450 | 7.026 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 70.2M | 361,823% |
| Annual Yield % from dividends | 1.18 | 1.39 | 85% |
| Returns for 1 year | 9.31 | -0.20 | -4,758% |
| Returns for 3 years | 29.24 | 12.56 | 233% |
| Returns for 5 years | 32.91 | 10.22 | 322% |
| Returns for 10 years | 57.99 | 38.22 | 152% |
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