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BALCX vs CBDYX
BALCX vs CBDYX Comparison
Open Charts BALCX vs CBDYX
American Funds American Balanced C
Price$38.67
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.62B
Columbia Balanced Inst3
Price$57.45
Change+$0.16 (+0.28%)
VolumeN/A
Net Assets10.25B
BALCX vs CBDYX Comparison Chart in %
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BALCX vs. CBDYX commentary
Oct 19, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 266B vs. CBDYX (10.2B). CBDYX pays higher dividends than BALCX: CBDYX (1.83) vs BALCX (1.12). 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 : 7.88 vs. CBDYX (6.26). BALCX return over 5 years is better than : 37.80 vs. CBDYX (29.89).
| 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 | 13.983 | 12.197 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 10.2B | 2,608% |
| Annual Yield % from dividends | 1.12 | 1.83 | 61% |
| Returns for 1 year | 7.88 | 6.26 | 126% |
| Returns for 3 years | 47.51 | 46.57 | 102% |
| Returns for 5 years | 37.80 | 29.89 | 126% |
| Returns for 10 years | 67.75 | 76.60 | 88% |
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