Interact to see
Advertisement
Advertisement
BALCX vs CBDYX
BALCX vs CBDYX Comparison
Open Charts BALCX vs CBDYX
American Funds American Balanced C
Price$36.49
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets251.3B
Columbia Balanced Inst3
Price$54.79
Change+$0.15 (+0.27%)
VolumeN/A
Net Assets9.86B
BALCX vs CBDYX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BALCX vs. CBDYX commentary
Jul 17, 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 CBDYX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 251B vs. CBDYX (9.86B). CBDYX pays higher dividends than BALCX: CBDYX (1.95) vs BALCX (1.19). BALCX was incepted earlier than CBDYX: BALCX (24 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 : 4.86 vs. CBDYX (2.30). BALCX return over 5 years is better than : 34.42 vs. CBDYX (29.25).
| BALCX | CBDYX | BALCX / CBDYX | |
| Total Expense Ratio | 1.31 | 0.60 | 218% |
| Annual Report Gross Expense Ratio | 1.31 | 0.60 | 218% |
| Fund Existence | 24 years | 13 years | - |
| Gain YTD | 7.449 | 6.186 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 251B | 9.86B | 2,547% |
| Annual Yield % from dividends | 1.19 | 1.95 | 61% |
| Returns for 1 year | 4.86 | 2.30 | 211% |
| Returns for 3 years | 32.64 | 32.26 | 101% |
| Returns for 5 years | 34.42 | 29.25 | 118% |
| Returns for 10 years | 55.09 | 61.56 | 89% |