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BALCX vs TBLRX
BALCX vs TBLRX Comparison
Open Charts BALCX vs TBLRX
American Funds American Balanced C
Price$38.35
Change-$0.16 (-0.42%)
VolumeN/A
Net Assets263.89B
Transamerica Balanced II R
Price$12.78
Change-$0.06 (-0.47%)
VolumeN/A
Net Assets70.38M
BALCX vs TBLRX Comparison Chart in %
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BALCX vs. TBLRX commentary
Nov 20, 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 Hold and TBLRX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 264B vs. TBLRX (70.4M). TBLRX pays higher dividends than BALCX: TBLRX (1.30) vs BALCX (1.10). 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 : 8.00 vs. TBLRX (-2.63). BALCX return over 5 years is better than : 33.87 vs. TBLRX (9.42).
| 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 | 13.040 | 10.587 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 264B | 70.4M | 375,000% |
| Annual Yield % from dividends | 1.10 | 1.30 | 85% |
| Returns for 1 year | 8.00 | -2.63 | -305% |
| Returns for 3 years | 37.81 | 21.92 | 173% |
| Returns for 5 years | 33.87 | 9.42 | 359% |
| Returns for 10 years | 63.16 | 42.58 | 148% |
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