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BALCX vs TRPBX
BALCX vs TRPBX Comparison
Open Charts BALCX vs TRPBX
American Funds American Balanced C
Price$33.41
Change+$0.43 (+1.30%)
VolumeN/A
Net Assets226.9B
T. Rowe Price Spectrum Moderate Allc I
Price$23.64
Change+$0.25 (+1.07%)
VolumeN/A
Net Assets1.91B
BALCX vs TRPBX Comparison Chart
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BALCX vs. TRPBX commentary
Apr 25, 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: 227B vs. TRPBX (1.91B). TRPBX pays higher dividends than BALCX: TRPBX (2.52) vs BALCX (1.28). BALCX was incepted earlier than TRPBX: BALCX (24 years) vs TRPBX (31 years). BALCX (1.32) is less costly to investors than TRPBX (0.93). BALCX is a more actively managed with annual turnover of: 171.00 vs. TRPBX (46.90). BALCX has a lower initial minimum investment than TRPBX: BALCX (250) vs TRPBX (2500). TRPBX annual gain was more profitable for investors over the last year : 1.37 vs. BALCX (0.88). BALCX return over 5 years is better than : 28.57 vs. TRPBX (17.19).
| BALCX | TRPBX | BALCX / TRPBX | |
| Total Expense Ratio | 1.32 | 0.75 | 176% |
| Annual Report Gross Expense Ratio | 1.32 | 0.93 | 142% |
| Fund Existence | 24 years | 31 years | - |
| Gain YTD | -4.013 | -1.245 | 322% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 227B | 1.91B | 11,904% |
| Annual Yield % from dividends | 1.28 | 2.52 | 51% |
| Returns for 1 year | 0.88 | 1.37 | 64% |
| Returns for 3 years | 10.05 | 4.96 | 203% |
| Returns for 5 years | 28.57 | 17.19 | 166% |
| Returns for 10 years | 37.55 | 18.07 | 208% |
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