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BALCX vs CBDYX
BALCX vs CBDYX Comparison
Open Charts BALCX vs CBDYX
American Funds American Balanced C
Price$35.50
Change+$0.08 (+0.23%)
VolumeN/A
Net Assets243.43B
Columbia Balanced Inst3
Price$53.23
Change+$0.21 (+0.40%)
VolumeN/A
Net Assets9.6B
BALCX vs CBDYX Comparison Chart
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BALCX vs. CBDYX commentary
Jun 07, 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: 243B vs. CBDYX (9.6B). CBDYX pays higher dividends than BALCX: CBDYX (2.06) vs BALCX (1.24). 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 : 6.34 vs. CBDYX (2.41). BALCX return over 5 years is better than : 30.67 vs. CBDYX (27.07).
| 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 | 4.397 | 2.559 | 172% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 243B | 9.6B | 2,532% |
| Annual Yield % from dividends | 1.24 | 2.06 | 60% |
| Returns for 1 year | 6.34 | 2.41 | 263% |
| Returns for 3 years | 20.09 | 21.58 | 93% |
| Returns for 5 years | 30.67 | 27.07 | 113% |
| Returns for 10 years | 52.83 | 57.93 | 91% |
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