Ad is loading...
BALCX vs CBDYX
BALCX vs CBDYX Comparison
Open Charts BALCX vs CBDYX
American Funds American Balanced C
Price$34.71
Change+$0.22 (+0.64%)
VolumeN/A
Net Assets240.18B
Columbia Balanced Inst3
Price$52.58
Change+$0.29 (+0.55%)
VolumeN/A
Net Assets9.75B
BALCX vs CBDYX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
BALCX vs. CBDYX commentary
Jan 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 Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 240B vs. CBDYX (9.75B). 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 : 11.44 vs. CBDYX (10.52). BALCX (25.92) and CBDYX (24.69) 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 | 1.938 | 1.213 | 160% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240B | 9.75B | 2,463% |
| Annual Yield % from dividends | 1.59 | 1.98 | 80% |
| Returns for 1 year | 11.44 | 10.52 | 109% |
| Returns for 3 years | 10.59 | 10.37 | 102% |
| Returns for 5 years | 25.92 | 24.69 | 105% |
| Returns for 10 years | 49.96 | 60.99 | 82% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| HAPY | 24.30 | 0.51 | +2.15% |
| Harbor Human Capital Factor Uncons ETF | |||
| ONOF | 35.87 | 0.34 | +0.96% |
| Global X Adaptive US Risk Management ETF | |||
| FXR | 78.35 | 0.35 | +0.45% |
| First Trust Indtls/PrdcrDurbAlphaDEX®ETF | |||
| OCTW | 35.91 | 0.12 | +0.32% |
| AllianzIM US Large Cap Buffer20 Oct ETF | |||
| NETL | 23.73 | N/A | N/A |
| Fundamental Income Net Lease Rl Estt ETF | |||