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BALCX vs TRPBX
BALCX vs TRPBX Comparison
Open Charts BALCX vs TRPBX
American Funds American Balanced C
Price$36.84
Change+$0.41 (+1.13%)
VolumeN/A
Net Assets253.92B
T. Rowe Price Spectrum Moderate Allc I
Price$25.24
Change-$0.03 (-0.12%)
VolumeN/A
Net Assets2.02B
BALCX vs TRPBX Comparison Chart in %
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BALCX vs. TRPBX commentary
Aug 06, 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: 254B vs. TRPBX (2.02B). TRPBX pays higher dividends than BALCX: TRPBX (2.40) vs BALCX (1.18). 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 : 8.96 vs. TRPBX (5.62). BALCX return over 5 years is better than : 33.36 vs. TRPBX (9.73).
| 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 | 8.479 | 6.404 | 132% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 2.02B | 12,574% |
| Annual Yield % from dividends | 1.18 | 2.40 | 49% |
| Returns for 1 year | 8.96 | 5.62 | 159% |
| Returns for 3 years | 29.10 | 16.47 | 177% |
| Returns for 5 years | 33.36 | 9.73 | 343% |
| Returns for 10 years | 58.36 | 30.13 | 194% |
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