Interact to see
Advertisement
Advertisement
BALCX vs TRAIX
BALCX vs TRAIX Comparison
Open Charts BALCX vs TRAIX
American Funds American Balanced C
Price$38.64
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.73B
T. Rowe Price Capital Appreciation I
Price$38.58
Change+$0.07 (+0.18%)
VolumeN/A
Net Assets70.73B
BALCX vs TRAIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BALCX vs. TRAIX commentary
Oct 06, 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 TRAIX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 266B vs. TRAIX (70.7B). TRAIX pays higher dividends than BALCX: TRAIX (2.08) vs BALCX (1.12). 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 : 9.03 vs. TRAIX (3.78). BALCX return over 5 years is better than : 40.62 vs. TRAIX (25.49).
| BALCX | TRAIX | BALCX / TRAIX | |
| Total Expense Ratio | 1.31 | 0.58 | 226% |
| Annual Report Gross Expense Ratio | 1.31 | 0.61 | 215% |
| Fund Existence | 25 years | 10 years | - |
| Gain YTD | 13.894 | 11.471 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 70.7B | 376% |
| Annual Yield % from dividends | 1.12 | 2.08 | 54% |
| Returns for 1 year | 9.03 | 3.78 | 239% |
| Returns for 3 years | 44.26 | 26.93 | 164% |
| Returns for 5 years | 40.62 | 25.49 | 159% |
| Returns for 10 years | 70.76 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers