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BALCX vs TRPBX
BALCX vs TRPBX Comparison
Open Charts BALCX vs TRPBX
American Funds American Balanced C
Price$35.19
Change+$0.11 (+0.31%)
VolumeN/A
Net Assets242.81B
T. Rowe Price Spectrum Moderate Allc I
Price$24.41
Change+$0.06 (+0.25%)
VolumeN/A
Net Assets2.05B
BALCX vs TRPBX Comparison Chart
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BALCX vs. TRPBX commentary
Jan 24, 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 Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 243B vs. TRPBX (2.05B). TRPBX pays higher dividends than BALCX: TRPBX (2.76) vs BALCX (1.59). BALCX was incepted earlier than TRPBX: BALCX (24 years) vs TRPBX (31 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 : 11.60 vs. TRPBX (8.75). BALCX return over 5 years is better than : 27.75 vs. TRPBX (7.68).
| BALCX | TRPBX | BALCX / TRPBX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 31 years | - |
| Gain YTD | 3.025 | 2.397 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 243B | 2.05B | 11,848% |
| Annual Yield % from dividends | 1.59 | 2.76 | 58% |
| Returns for 1 year | 11.60 | 8.75 | 133% |
| Returns for 3 years | 14.05 | 2.66 | 527% |
| Returns for 5 years | 27.75 | 7.68 | 361% |
| Returns for 10 years | 50.15 | 27.28 | 184% |
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