BALCX — American Funds American Balanced Fund Class C
American Funds American Balanced Fund Class C (BALCX)
BALCX pays a 0.35% distribution rate, quarterly, on a 1.30% expense ratio. Its Distribution Safety Score™ is 60 (Generally safe), giving a Safety-Adjusted Yield of 0.21%. Distributions fell 96.9% over the past year. Total return is 525.2% over the past 25.4 years, 416.7 points behind SPY at 941.9%. Its deepest 1-year drawdown was 7.1%.
American Funds American Balanced Fund Class C is a mutual fund that invests in a diversified mix of common stocks and investment-grade bonds, including U.S. government securities and international securities, following a balanced approach designed to provide both growth and income. The fund distributes quarterly at a very modest rate and carries an expense ratio of 1.30%. It appeals to investors seeking a traditional balanced allocation across stocks and bonds with moderate income generation.
BALCX key facts
- Distribution Safety Score™
- 60 · Generally safe
- Safety-Adjusted Yield
- 0.21%
- Issuer
- Capital Group
- Asset type
- Mutual Fund
- Asset class
- Equity
- Inception date
- 07/25/1975
- Expense ratio
- 1.30%
- Distribution rate
- 0.35%
- Distribution frequency
- Quarterly
- Trailing yield
- 6.41%
- Last close
- $40.75
- AUM
- $288,086,550,000
- Average volume
- 0.0
- Last dividend
- $0.0360
- Ex-dividend date
- 06/15/2026
- Beta
- 0.96
- P/E ratio
- 26.9311
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