Ad is loading...
BALCX vs TRPBX
BALCX vs TRPBX Comparison
Open Charts BALCX vs TRPBX
American Funds American Balanced C
Price$34.29
Change+$0.21 (+0.62%)
VolumeN/A
CapitalizationN/A
T. Rowe Price Spectrum Moderate Allc I
Price$23.91
Change+$0.08 (+0.34%)
VolumeN/A
CapitalizationN/A
BALCX vs TRPBX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
BALCX vs. TRPBX commentary
Dec 24, 2024
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 Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 236B vs. TRPBX (2.03B). TRPBX pays higher dividends than BALCX: TRPBX (2.76) vs BALCX (1.59). BALCX was incepted earlier than TRPBX: BALCX (24 years) vs TRPBX (30 years). BALCX is a more actively managed with annual turnover of: 171.00 vs. TRPBX (65.50). 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 : 9.88 vs. TRPBX (6.66). BALCX return over 5 years is better than : 26.64 vs. TRPBX (6.98).
| BALCX | TRPBX | BALCX / TRPBX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 30 years | - |
| Gain YTD | 9.431 | 6.107 | 154% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 236B | 2.03B | 11,626% |
| Annual Yield % from dividends | 1.59 | 2.76 | 58% |
| Returns for 1 year | 9.88 | 6.66 | 148% |
| Returns for 3 years | 7.33 | -3.98 | -184% |
| Returns for 5 years | 26.64 | 6.98 | 382% |
| Returns for 10 years | 46.12 | 24.95 | 185% |
View a ticker or compare two or three
VS
VS
Ad is loading...