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BALCX vs CBDYX
BALCX vs CBDYX Comparison
Open Charts BALCX vs CBDYX
American Funds American Balanced C
Price$34.60
Change-$0.08 (-0.23%)
VolumeN/A
Net Assets238.54B
Columbia Balanced Inst3
Price$52.33
Change+$0.02 (+0.04%)
VolumeN/A
Net Assets9.51B
BALCX vs CBDYX Comparison Chart
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BALCX vs. CBDYX commentary
May 15, 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: 239B vs. CBDYX (9.51B). CBDYX pays higher dividends than BALCX: CBDYX (2.14) vs BALCX (1.29). 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 : 4.54 vs. CBDYX (3.27). BALCX return over 5 years is better than : 36.40 vs. CBDYX (34.24).
| 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 | 1.751 | 1.186 | 148% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 239B | 9.51B | 2,514% |
| Annual Yield % from dividends | 1.29 | 2.14 | 60% |
| Returns for 1 year | 4.54 | 3.27 | 139% |
| Returns for 3 years | 20.23 | 22.93 | 88% |
| Returns for 5 years | 36.40 | 34.24 | 106% |
| Returns for 10 years | 45.93 | 54.00 | 85% |
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