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BALCX vs TRPBX
BALCX vs TRPBX Comparison
Open Charts BALCX vs TRPBX
American Funds American Balanced C
Price$38.61
Change-$0.09 (-0.23%)
VolumeN/A
Net Assets266.1B
T. Rowe Price Spectrum Moderate Allc I
Price$26.27
Change-$0.09 (-0.34%)
VolumeN/A
Net Assets2.08B
BALCX vs TRPBX Comparison Chart in %
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BALCX vs. TRPBX commentary
Oct 09, 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 Hold and TRPBX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 266B vs. TRPBX (2.08B). TRPBX pays higher dividends than BALCX: TRPBX (2.32) vs BALCX (1.12). 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 : 9.16 vs. TRPBX (7.09). BALCX return over 5 years is better than : 38.15 vs. TRPBX (13.44).
| 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 | 13.806 | 12.415 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 2.08B | 12,795% |
| Annual Yield % from dividends | 1.12 | 2.32 | 48% |
| Returns for 1 year | 9.16 | 7.09 | 129% |
| Returns for 3 years | 48.04 | 35.22 | 136% |
| Returns for 5 years | 38.15 | 13.44 | 284% |
| Returns for 10 years | 68.87 | 41.53 | 166% |
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