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BALCX vs TRAIX
BALCX vs TRAIX Comparison
Open Charts BALCX vs TRAIX
American Funds American Balanced C
Price$33.99
Change-$0.81 (-2.33%)
VolumeN/A
CapitalizationN/A
T. Rowe Price Capital Appreciation I
Price$34.60
Change-$4.28 (-11.01%)
VolumeN/A
CapitalizationN/A
BALCX vs TRAIX Comparison Chart
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BALCX vs. TRAIX commentary
Dec 19, 2024
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 StrongBuy and TRAIX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 241B vs. TRAIX (66.1B). TRAIX pays higher dividends than BALCX: TRAIX (2.08) vs BALCX (1.59). BALCX was incepted earlier than TRAIX: BALCX (24 years) vs TRAIX (9 years). BALCX is a more actively managed with annual turnover of: 171.00 vs. TRAIX (65.10). 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 : 11.89 vs. TRAIX (5.13). BALCX return over 5 years is better than : 28.93 vs. TRAIX (20.04).
| BALCX | TRAIX | BALCX / TRAIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 9 years | - |
| Gain YTD | 10.937 | 4.355 | 251% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 241B | 66.1B | 365% |
| Annual Yield % from dividends | 1.59 | 2.08 | 76% |
| Returns for 1 year | 11.89 | 5.13 | 232% |
| Returns for 3 years | 10.17 | 1.13 | 904% |
| Returns for 5 years | 28.93 | 20.04 | 144% |
| Returns for 10 years | 40.96 | N/A | - |
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