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BALCX vs TRPBX
BALCX vs TRPBX Comparison
Open Charts BALCX vs TRPBX
American Funds American Balanced C
Price$33.21
Change-$0.88 (-2.58%)
VolumeN/A
Net Assets235.03B
T. Rowe Price Spectrum Moderate Allc I
Price$23.47
Change-$0.57 (-2.37%)
VolumeN/A
Net Assets1.96B
BALCX vs TRPBX Comparison Chart
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BALCX vs. TRPBX commentary
Apr 05, 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 Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 235B vs. TRPBX (1.96B). 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 : 2.37 vs. BALCX (0.58). BALCX return over 5 years is better than : 41.73 vs. TRPBX (31.06).
| 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 | -2.337 | 1.500 | -156% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 235B | 1.96B | 11,996% |
| Annual Yield % from dividends | 1.28 | 2.52 | 51% |
| Returns for 1 year | 0.58 | 2.37 | 25% |
| Returns for 3 years | 7.28 | 2.04 | 356% |
| Returns for 5 years | 41.73 | 31.06 | 134% |
| Returns for 10 years | 41.88 | 23.09 | 181% |
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