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BALCX vs CBDYX
BALCX vs CBDYX Comparison
Open Charts BALCX vs CBDYX
American Funds American Balanced C
Price$38.45
Change+$0.10 (+0.26%)
VolumeN/A
Net Assets262.74B
Columbia Balanced Inst3
Price$57.08
Change+$0.11 (+0.19%)
VolumeN/A
Net Assets10.11B
BALCX vs CBDYX Comparison Chart in %
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BALCX vs. CBDYX commentary
Nov 20, 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 Hold and CBDYX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 263B vs. CBDYX (10.1B). CBDYX pays higher dividends than BALCX: CBDYX (1.80) vs BALCX (1.10). BALCX was incepted earlier than CBDYX: BALCX (25 years) vs CBDYX (13 years). BALCX (1.31) is less costly to investors than CBDYX (0.60). CBDYX is a more actively managed with annual turnover of: 200.00 vs. BALCX (44.00). BALCX has a lower initial minimum investment than CBDYX: BALCX (250) vs CBDYX (1000000). BALCX annual gain was more profitable for investors over the last year : 8.17 vs. CBDYX (5.27). BALCX return over 5 years is better than : 34.58 vs. CBDYX (25.84).
| BALCX | CBDYX | BALCX / CBDYX | |
| Total Expense Ratio | 1.31 | 0.60 | 218% |
| Annual Report Gross Expense Ratio | 1.31 | 0.60 | 218% |
| Fund Existence | 25 years | 13 years | - |
| Gain YTD | 13.334 | 11.259 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 10.1B | 2,604% |
| Annual Yield % from dividends | 1.10 | 1.80 | 61% |
| Returns for 1 year | 8.17 | 5.27 | 155% |
| Returns for 3 years | 38.17 | 39.68 | 96% |
| Returns for 5 years | 34.58 | 25.84 | 134% |
| Returns for 10 years | 63.59 | 71.83 | 89% |
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