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BALCX vs TRAIX
BALCX vs TRAIX Comparison
Open Charts BALCX vs TRAIX
American Funds American Balanced C
Price$34.07
Change+$0.05 (+0.15%)
VolumeN/A
Net Assets234.05B
T. Rowe Price Capital Appreciation I
Price$35.00
Change+$0.16 (+0.46%)
VolumeN/A
Net Assets64.05B
BALCX vs TRAIX Comparison Chart
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BALCX vs. TRAIX commentary
May 09, 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: 234B vs. TRAIX (64.1B). TRAIX pays higher dividends than BALCX: TRAIX (2.28) vs BALCX (1.29). BALCX was incepted earlier than TRAIX: BALCX (24 years) vs TRAIX (9 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 : 3.96 vs. TRAIX (0.43). BALCX return over 5 years is better than : 32.61 vs. TRAIX (24.80).
| BALCX | TRAIX | BALCX / TRAIX | |
| Total Expense Ratio | 1.31 | 0.58 | 226% |
| Annual Report Gross Expense Ratio | 1.31 | 0.61 | 215% |
| Fund Existence | 24 years | 9 years | - |
| Gain YTD | 0.192 | 0.665 | 29% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 234B | 64.1B | 365% |
| Annual Yield % from dividends | 1.29 | 2.28 | 57% |
| Returns for 1 year | 3.96 | 0.43 | 926% |
| Returns for 3 years | 19.76 | 13.85 | 143% |
| Returns for 5 years | 32.61 | 24.80 | 132% |
| Returns for 10 years | 44.56 | N/A | - |
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