BALCX
Price
$38.45
Change
+$0.10 (+0.26%)
Updated
Nov 19 closing price
Net Assets
262.74B
TRAIX
Price
$38.43
Change
-$0.03 (-0.08%)
Updated
Nov 19 closing price
Net Assets
70.75B
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BALCX vs TRAIX

Header iconBALCX vs TRAIX Comparison
Open Charts BALCX vs TRAIXBanner chart's image
American Funds American Balanced C
Price$38.45
Change+$0.10 (+0.26%)
VolumeN/A
Net Assets262.74B
T. Rowe Price Capital Appreciation I
Price$38.43
Change-$0.03 (-0.08%)
VolumeN/A
Net Assets70.75B
BALCX vs TRAIX Comparison Chart in %
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BALCX vs. TRAIX 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 TRAIX is a Hold.

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FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 263B vs. TRAIX (70.7B). TRAIX pays higher dividends than BALCX: TRAIX (2.04) vs BALCX (1.10). BALCX was incepted earlier than TRAIX: BALCX (25 years) vs TRAIX (10 years). BALCX (1.31) is less costly to investors than TRAIX (0.61). TRAIX is a more actively managed with annual turnover of: 85.00 vs. BALCX (44.00). BALCX has a lower initial minimum investment than TRAIX: BALCX (250) vs TRAIX (500000). BALCX annual gain was more profitable for investors over the last year : 8.17 vs. TRAIX (2.22). BALCX return over 5 years is better than : 34.58 vs. TRAIX (17.05).
BALCXTRAIXBALCX / TRAIX
Total Expense Ratio1.310.58226%
Annual Report Gross Expense Ratio1.310.61215%
Fund Existence25 years10 years-
Gain YTD13.33411.124120%
Front LoadN/AN/A-
Min. Initial Investment2505000000%
Min. Initial Investment IRAN/AN/A-
Net Assets263B70.7B372%
Annual Yield % from dividends1.102.0454%
Returns for 1 year8.172.22368%
Returns for 3 years38.1723.82160%
Returns for 5 years34.5817.05203%
Returns for 10 years63.59N/A-
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