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BALCX vs TRPBX
BALCX vs TRPBX Comparison
Open Charts BALCX vs TRPBX
American Funds American Balanced C
Price$35.50
Change+$0.08 (+0.23%)
VolumeN/A
Net Assets243.43B
T. Rowe Price Spectrum Moderate Allc I
Price$24.79
Change+$0.08 (+0.32%)
VolumeN/A
Net Assets1.99B
BALCX vs TRPBX Comparison Chart
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BALCX vs. TRPBX commentary
Jun 07, 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: 243B vs. TRPBX (1.99B). TRPBX pays higher dividends than BALCX: TRPBX (2.45) vs BALCX (1.24). 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 : 6.34 vs. TRPBX (3.46). BALCX return over 5 years is better than : 30.67 vs. TRPBX (12.35).
| 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 | 4.397 | 4.328 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 243B | 1.99B | 12,223% |
| Annual Yield % from dividends | 1.24 | 2.45 | 51% |
| Returns for 1 year | 6.34 | 3.46 | 183% |
| Returns for 3 years | 20.09 | 13.10 | 153% |
| Returns for 5 years | 30.67 | 12.35 | 248% |
| Returns for 10 years | 52.83 | 27.29 | 194% |
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