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BALCX vs CBDYX
BALCX vs CBDYX Comparison
Open Charts BALCX vs CBDYX
American Funds American Balanced C
Price$35.00
Change-$0.35 (-0.99%)
VolumeN/A
Net Assets242.17B
Columbia Balanced Inst3
Price$53.27
Change-$0.52 (-0.97%)
VolumeN/A
Net Assets9.85B
BALCX vs CBDYX Comparison Chart
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BALCX vs. CBDYX commentary
Feb 23, 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 Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 242B 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). BALCX annual gain was more profitable for investors over the last year : 8.38 vs. CBDYX (7.27). BALCX (26.14) and CBDYX (25.57) 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 | 2.790 | 2.541 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242B | 9.85B | 2,457% |
| Annual Yield % from dividends | 1.59 | 1.98 | 80% |
| Returns for 1 year | 8.38 | 7.27 | 115% |
| Returns for 3 years | 15.69 | 16.08 | 98% |
| Returns for 5 years | 26.14 | 25.57 | 102% |
| Returns for 10 years | 46.66 | 56.93 | 82% |
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