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BALCX vs TRAIX
BALCX vs TRAIX Comparison
Open Charts BALCX vs TRAIX
American Funds American Balanced C
Price$33.08
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets227.57B
T. Rowe Price Capital Appreciation I
Price$34.02
Change-$0.05 (-0.15%)
VolumeN/A
Net Assets62.72B
BALCX vs TRAIX Comparison Chart
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BALCX vs. TRAIX commentary
Apr 16, 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: 228B vs. TRAIX (62.7B). TRAIX pays higher dividends than BALCX: TRAIX (2.28) vs BALCX (1.28). BALCX was incepted earlier than TRAIX: BALCX (24 years) vs TRAIX (9 years). BALCX (1.32) is less costly to investors than TRAIX (0.61). BALCX is a more actively managed with annual turnover of: 171.00 vs. TRAIX (85.00). 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 : 2.86 vs. TRAIX (0.10). BALCX return over 5 years is better than : 31.15 vs. TRAIX (26.86).
| BALCX | TRAIX | BALCX / TRAIX | |
| Total Expense Ratio | 1.32 | 0.59 | 224% |
| Annual Report Gross Expense Ratio | 1.32 | 0.61 | 216% |
| Fund Existence | 24 years | 9 years | - |
| Gain YTD | -2.719 | -1.560 | 174% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 228B | 62.7B | 364% |
| Annual Yield % from dividends | 1.28 | 2.28 | 56% |
| Returns for 1 year | 2.86 | 0.10 | 2,889% |
| Returns for 3 years | 9.36 | 3.48 | 269% |
| Returns for 5 years | 31.15 | 26.86 | 116% |
| Returns for 10 years | 41.09 | N/A | - |
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