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BALCX vs TBLRX
BALCX vs TBLRX Comparison
Open Charts BALCX vs TBLRX
American Funds American Balanced C
Price$34.71
Change+$0.22 (+0.64%)
VolumeN/A
Net Assets240.18B
Transamerica Balanced II R
Price$11.88
Change+$0.07 (+0.59%)
VolumeN/A
Net Assets70.48M
BALCX vs TBLRX Comparison Chart
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BALCX vs. TBLRX commentary
Jan 19, 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 Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 240B vs. TBLRX (70.5M). BALCX pays higher dividends than TBLRX: BALCX (1.59) vs TBLRX (1.41). BALCX was incepted earlier than TBLRX: BALCX (24 years) vs TBLRX (31 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). BALCX annual gain was more profitable for investors over the last year : 11.44 vs. TBLRX (2.74). BALCX return over 5 years is better than : 25.92 vs. TBLRX (8.41).
| BALCX | TBLRX | BALCX / TBLRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 31 years | - |
| Gain YTD | 1.938 | 1.106 | 175% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240B | 70.5M | 340,426% |
| Annual Yield % from dividends | 1.59 | 1.41 | 113% |
| Returns for 1 year | 11.44 | 2.74 | 417% |
| Returns for 3 years | 10.59 | -2.88 | -367% |
| Returns for 5 years | 25.92 | 8.41 | 308% |
| Returns for 10 years | 49.96 | 32.62 | 153% |
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