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BALCX vs CBDYX
BALCX vs CBDYX Comparison
Open Charts BALCX vs CBDYX
American Funds American Balanced C
Price$38.09
Change-$0.16 (-0.42%)
VolumeN/A
Net Assets263.26B
Columbia Balanced Inst3
Price$56.75
Change-$0.17 (-0.30%)
VolumeN/A
Net Assets10.19B
BALCX vs CBDYX Comparison Chart in %
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BALCX vs. CBDYX commentary
Sep 26, 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 (10.2B). CBDYX pays higher dividends than BALCX: CBDYX (1.89) vs BALCX (1.16). 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 : 7.33 vs. CBDYX (5.89). BALCX return over 5 years is better than : 39.74 vs. CBDYX (33.46).
| 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 | 12.273 | 11.161 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 10.2B | 2,578% |
| Annual Yield % from dividends | 1.16 | 1.89 | 61% |
| Returns for 1 year | 7.33 | 5.89 | 124% |
| Returns for 3 years | 47.41 | 46.44 | 102% |
| Returns for 5 years | 39.74 | 33.46 | 119% |
| Returns for 10 years | 74.74 | 83.84 | 89% |
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