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BALCX vs CBDYX
BALCX vs CBDYX Comparison
Open Charts BALCX vs CBDYX
American Funds American Balanced C
Price$33.99
Change-$0.81 (-2.33%)
VolumeN/A
CapitalizationN/A
Columbia Balanced Inst3
Price$51.93
Change-$1.11 (-2.09%)
VolumeN/A
CapitalizationN/A
BALCX vs CBDYX Comparison Chart
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BALCX vs. CBDYX commentary
Dec 19, 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 CBDYX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 241B vs. CBDYX (9.85B). CBDYX pays higher dividends than BALCX: CBDYX (1.98) vs BALCX (1.59). BALCX was incepted earlier than CBDYX: BALCX (24 years) vs CBDYX (12 years). BALCX (171.00) and CBDYX (171.00) have comparable annual turnover. BALCX has a lower initial minimum investment than CBDYX: BALCX (250) vs CBDYX (1000000). CBDYX (11.99) and BALCX (11.89) have marching annual gain over last year. CBDYX (29.75) and BALCX (28.93) have equivalent 5 years return.
| BALCX | CBDYX | BALCX / CBDYX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 12 years | - |
| Gain YTD | 10.937 | 11.073 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 241B | 9.85B | 2,446% |
| Annual Yield % from dividends | 1.59 | 1.98 | 80% |
| Returns for 1 year | 11.89 | 11.99 | 99% |
| Returns for 3 years | 10.17 | 10.70 | 95% |
| Returns for 5 years | 28.93 | 29.75 | 97% |
| Returns for 10 years | 40.96 | 60.00 | 68% |
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