BALCX
Price
$35.34
Change
-$0.05 (-0.14%)
Updated
Jun 20 closing price
Net Assets
244.53B
TRAIX
Price
$36.04
Change
-$0.03 (-0.08%)
Updated
Jun 20 closing price
Net Assets
66.4B
Interact to see
Advertisement

BALCX vs TRAIX

Header iconBALCX vs TRAIX Comparison
Open Charts BALCX vs TRAIXBanner chart's image
American Funds American Balanced C
Price$35.34
Change-$0.05 (-0.14%)
VolumeN/A
Net Assets244.53B
T. Rowe Price Capital Appreciation I
Price$36.04
Change-$0.03 (-0.08%)
VolumeN/A
Net Assets66.4B
BALCX vs TRAIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
BALCX vs. TRAIX commentary
Jun 21, 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 StrongBuy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 245B vs. TRAIX (66.4B). TRAIX pays higher dividends than BALCX: TRAIX (2.22) vs BALCX (1.24). BALCX was incepted earlier than TRAIX: BALCX (24 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 : 3.67 vs. TRAIX (1.82). BALCX return over 5 years is better than : 33.48 vs. TRAIX (24.07).
BALCXTRAIXBALCX / TRAIX
Total Expense Ratio1.310.58226%
Annual Report Gross Expense Ratio1.310.61215%
Fund Existence24 years10 years-
Gain YTD4.2094.218100%
Front LoadN/AN/A-
Min. Initial Investment2505000000%
Min. Initial Investment IRAN/AN/A-
Net Assets245B66.4B369%
Annual Yield % from dividends1.242.2256%
Returns for 1 year3.671.82202%
Returns for 3 years31.7421.73146%
Returns for 5 years33.4824.07139%
Returns for 10 years50.96N/A-
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
STOCK / NAMEPrice $Chg $Chg %
PDS51.060.42
+0.83%
Precision Drilling Corp
SKYW96.870.44
+0.46%
SkyWest
FTV69.830.23
+0.33%
Fortive Corp
IMDX3.20N/A
N/A
Insight Molecular Diagnostics Inc
III4.74-0.01
-0.21%
Information Services Group