Interact to see
Advertisement
Advertisement
BALCX vs TBLRX
BALCX vs TBLRX Comparison
Open Charts BALCX vs TBLRX
American Funds American Balanced C
Price$35.50
Change+$0.08 (+0.23%)
VolumeN/A
Net Assets243.43B
Transamerica Balanced II R
Price$11.95
Change+$0.05 (+0.42%)
VolumeN/A
Net Assets67.59M
BALCX vs TBLRX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
BALCX vs. TBLRX commentary
Jun 07, 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: 243B vs. TBLRX (67.6M). TBLRX pays higher dividends than BALCX: TBLRX (1.46) vs BALCX (1.24). 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 : 6.34 vs. TBLRX (-4.54). BALCX return over 5 years is better than : 30.67 vs. TBLRX (9.53).
| 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 | 4.397 | 1.751 | 251% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 243B | 67.6M | 359,467% |
| Annual Yield % from dividends | 1.24 | 1.46 | 85% |
| Returns for 1 year | 6.34 | -4.54 | -140% |
| Returns for 3 years | 20.09 | 6.62 | 303% |
| Returns for 5 years | 30.67 | 9.53 | 322% |
| Returns for 10 years | 52.83 | 31.80 | 166% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers