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BALCX vs TRPBX
BALCX vs TRPBX Comparison
Open Charts BALCX vs TRPBX
American Funds American Balanced C
Price$35.00
Change-$0.35 (-0.99%)
VolumeN/A
Net Assets242.17B
T. Rowe Price Spectrum Moderate Allc I
Price$24.46
Change-$0.20 (-0.81%)
VolumeN/A
Net Assets2.04B
BALCX vs TRPBX Comparison Chart
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BALCX vs. TRPBX commentary
Feb 23, 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: 242B vs. TRPBX (2.04B). 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 : 8.38 vs. TRPBX (6.15). BALCX return over 5 years is better than : 26.14 vs. TRPBX (7.56).
| 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 | 2.790 | 2.860 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242B | 2.04B | 11,857% |
| Annual Yield % from dividends | 1.59 | 2.76 | 58% |
| Returns for 1 year | 8.38 | 6.15 | 136% |
| Returns for 3 years | 15.69 | 4.98 | 315% |
| Returns for 5 years | 26.14 | 7.56 | 346% |
| Returns for 10 years | 46.66 | 24.64 | 189% |
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