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BALCX vs TRAIX
BALCX vs TRAIX Comparison
Open Charts BALCX vs TRAIX
American Funds American Balanced C
Price$39.09
Change+$0.26 (+0.67%)
VolumeN/A
Net Assets268.39B
T. Rowe Price Capital Appreciation I
Price$39.00
Change+$0.19 (+0.49%)
VolumeN/A
Net Assets71.85B
BALCX vs TRAIX Comparison Chart in %
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BALCX vs. TRAIX commentary
Oct 27, 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.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 268B vs. TRAIX (71.9B). 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 : 10.15 vs. TRAIX (4.49). BALCX return over 5 years is better than : 40.01 vs. TRAIX (22.02).
| 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 | 15.221 | 12.684 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 268B | 71.9B | 373% |
| Annual Yield % from dividends | 1.12 | 2.08 | 54% |
| Returns for 1 year | 10.15 | 4.49 | 226% |
| Returns for 3 years | 45.89 | 28.75 | 160% |
| Returns for 5 years | 40.01 | 22.02 | 182% |
| Returns for 10 years | 67.11 | N/A | - |