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BALCX vs CBDYX
BALCX vs CBDYX Comparison
Open Charts BALCX vs CBDYX
American Funds American Balanced C
Price$31.86
Change-$0.14 (-0.44%)
VolumeN/A
Net Assets220.57B
Columbia Balanced Inst3
Price$47.69
Change-$0.24 (-0.50%)
VolumeN/A
Net Assets8.82B
BALCX vs CBDYX Comparison Chart
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BALCX vs. CBDYX commentary
Apr 08, 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: 221B vs. CBDYX (8.82B). CBDYX pays higher dividends than BALCX: CBDYX (2.13) vs BALCX (1.28). BALCX was incepted earlier than CBDYX: BALCX (24 years) vs CBDYX (12 years). BALCX (1.32) is less costly to investors than CBDYX (0.60). CBDYX is a more actively managed with annual turnover of: 200.00 vs. BALCX (171.00). 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 : -2.88 vs. CBDYX (-4.44). BALCX (29.37) and CBDYX (28.66) have equivalent 5 years return.
| BALCX | CBDYX | BALCX / CBDYX | |
| Total Expense Ratio | 1.32 | 0.60 | 220% |
| Annual Report Gross Expense Ratio | 1.32 | 0.60 | 220% |
| Fund Existence | 24 years | 12 years | - |
| Gain YTD | -5.895 | -7.287 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 221B | 8.82B | 2,507% |
| Annual Yield % from dividends | 1.28 | 2.13 | 60% |
| Returns for 1 year | -2.88 | -4.44 | 65% |
| Returns for 3 years | 4.55 | 4.29 | 106% |
| Returns for 5 years | 29.37 | 28.66 | 102% |
| Returns for 10 years | 35.99 | 41.85 | 86% |