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BALCX vs CBDRX
BALCX vs CBDRX Comparison
Open Charts BALCX vs CBDRX
American Funds American Balanced C
Price$35.82
Change-$0.33 (-0.91%)
VolumeN/A
CapitalizationN/A
Columbia Balanced Adv
Price$54.85
Change-$0.52 (-0.94%)
VolumeN/A
CapitalizationN/A
BALCX vs CBDRX Comparison Chart
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BALCX vs. CBDRX commentary
Nov 18, 2024
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 StrongBuy and CBDRX is a StrongSell.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 236B vs. CBDRX (9.72B). CBDRX pays higher dividends than BALCX: CBDRX (1.90) vs BALCX (1.59). BALCX was incepted earlier than CBDRX: BALCX (24 years) vs CBDRX (12 years). BALCX (171.00) and CBDRX (171.00) have comparable annual turnover. BALCX has a lower initial minimum investment than CBDRX: BALCX (250) vs CBDRX (2000). CBDRX (20.91) and BALCX (20.01) have marching annual gain over last year. CBDRX (31.99) and BALCX (30.97) have equivalent 5 years return.
| BALCX | CBDRX | BALCX / CBDRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 12 years | - |
| Gain YTD | 13.321 | 14.161 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 236B | 9.72B | 2,427% |
| Annual Yield % from dividends | 1.59 | 1.90 | 84% |
| Returns for 1 year | 20.01 | 20.91 | 96% |
| Returns for 3 years | 8.73 | 3.41 | 256% |
| Returns for 5 years | 30.97 | 31.99 | 97% |
| Returns for 10 years | 44.77 | 58.72 | 76% |
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