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BALCX vs TRAIX
BALCX vs TRAIX Comparison
Open Charts BALCX vs TRAIX
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.
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).
| 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 | 13.334 | 11.124 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 70.7B | 372% |
| Annual Yield % from dividends | 1.10 | 2.04 | 54% |
| Returns for 1 year | 8.17 | 2.22 | 368% |
| Returns for 3 years | 38.17 | 23.82 | 160% |
| Returns for 5 years | 34.58 | 17.05 | 203% |
| Returns for 10 years | 63.59 | N/A | - |