BALCX
Price
$37.64
Change
+$0.20 (+0.53%)
Updated
Sep 5 closing price
Net Assets
257.73B
CBDYX
Price
$56.70
Change
+$0.39 (+0.69%)
Updated
Sep 4 closing price
Net Assets
10.14B
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BALCX vs CBDYX

Header iconBALCX vs CBDYX Comparison
Open Charts BALCX vs CBDYXBanner chart's image
American Funds American Balanced C
Price$37.64
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets257.73B
Columbia Balanced Inst3
Price$56.70
Change+$0.39 (+0.69%)
VolumeN/A
Net Assets10.14B
BALCX vs CBDYX Comparison Chart in %
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BALCX vs. CBDYX commentary
Sep 06, 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.

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FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 258B vs. CBDYX (10.1B). CBDYX pays higher dividends than BALCX: CBDYX (1.89) vs BALCX (1.16). 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 : 9.12 vs. CBDYX (7.06). BALCX return over 5 years is better than : 35.50 vs. CBDYX (28.94).
BALCXCBDYXBALCX / CBDYX
Total Expense Ratio1.310.60218%
Annual Report Gross Expense Ratio1.310.60218%
Fund Existence24 years13 years-
Gain YTD10.83510.189106%
Front LoadN/AN/A-
Min. Initial Investment25010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets258B10.1B2,554%
Annual Yield % from dividends1.161.8961%
Returns for 1 year9.127.06129%
Returns for 3 years37.2037.19100%
Returns for 5 years35.5028.94123%
Returns for 10 years67.8575.7090%
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