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BALCX vs TRPBX
BALCX vs TRPBX Comparison
Open Charts BALCX vs TRPBX
American Funds American Balanced C
Price$36.52
Change-$0.12 (-0.33%)
VolumeN/A
Net Assets252.9B
T. Rowe Price Spectrum Moderate Allc I
Price$25.12
Change-$0.09 (-0.36%)
VolumeN/A
Net Assets2.02B
BALCX vs TRPBX Comparison Chart in %
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BALCX vs. TRPBX commentary
Jul 12, 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: 253B vs. TRPBX (2.02B). TRPBX pays higher dividends than BALCX: TRPBX (2.41) vs BALCX (1.19). BALCX was incepted earlier than TRPBX: BALCX (24 years) vs TRPBX (31 years). BALCX (1.31) is less costly to investors than TRPBX (0.93). TRPBX is a more actively managed with annual turnover of: 46.90 vs. BALCX (44.00). 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 : 5.97 vs. TRPBX (4.11). BALCX return over 5 years is better than : 35.83 vs. TRPBX (14.30).
| BALCX | TRPBX | BALCX / TRPBX | |
| Total Expense Ratio | 1.31 | 0.75 | 175% |
| Annual Report Gross Expense Ratio | 1.31 | 0.93 | 141% |
| Fund Existence | 24 years | 31 years | - |
| Gain YTD | 7.537 | 7.083 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 253B | 2.02B | 12,500% |
| Annual Yield % from dividends | 1.19 | 2.41 | 49% |
| Returns for 1 year | 5.97 | 4.11 | 145% |
| Returns for 3 years | 33.45 | 23.28 | 144% |
| Returns for 5 years | 35.83 | 14.30 | 251% |
| Returns for 10 years | 55.97 | 30.04 | 186% |
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