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BALCX vs TRPBX
BALCX vs TRPBX Comparison
Open Charts BALCX vs TRPBX
American Funds American Balanced C
Price$38.23
Change-$0.06 (-0.16%)
VolumeN/A
Net Assets262.26B
T. Rowe Price Spectrum Moderate Allc I
Price$26.11
Change-$0.06 (-0.23%)
VolumeN/A
Net Assets2.07B
BALCX vs TRPBX Comparison Chart in %
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BALCX vs. TRPBX commentary
Sep 15, 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 TRPBX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 262B vs. TRPBX (2.07B). TRPBX pays higher dividends than BALCX: TRPBX (2.35) vs BALCX (1.16). BALCX was incepted earlier than TRPBX: BALCX (25 years) vs TRPBX (31 years). BALCX (1.31) is less costly to investors than TRPBX (0.93). TRPBX (45.00) and BALCX (44.00) have comparable annual turnover. BALCX has a lower initial minimum investment than TRPBX: BALCX (250) vs TRPBX (2500). BALCX annual gain was more profitable for investors over the last year : 9.49 vs. TRPBX (6.76). BALCX return over 5 years is better than : 38.87 vs. TRPBX (14.42).
| BALCX | TRPBX | BALCX / TRPBX | |
| Total Expense Ratio | 1.31 | 0.75 | 175% |
| Annual Report Gross Expense Ratio | 1.31 | 0.93 | 141% |
| Fund Existence | 25 years | 31 years | - |
| Gain YTD | 12.572 | 10.906 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 262B | 2.07B | 12,688% |
| Annual Yield % from dividends | 1.16 | 2.35 | 49% |
| Returns for 1 year | 9.49 | 6.76 | 140% |
| Returns for 3 years | 39.37 | 26.19 | 150% |
| Returns for 5 years | 38.87 | 14.42 | 270% |
| Returns for 10 years | 70.34 | 40.83 | 172% |
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