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BALCX vs CBLCX
BALCX vs CBLCX Comparison
Open Charts BALCX vs CBLCX
American Funds American Balanced C
Price$35.50
Change+$0.08 (+0.23%)
VolumeN/A
Net Assets243.43B
Columbia Balanced C
Price$52.28
Change+$0.21 (+0.40%)
VolumeN/A
Net Assets9.6B
BALCX vs CBLCX Comparison Chart
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BALCX vs. CBLCX 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 CBLCX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 243B vs. CBLCX (9.6B). BALCX pays higher dividends than CBLCX: BALCX (1.24) vs CBLCX (1.06). BALCX was incepted earlier than CBLCX: BALCX (24 years) vs CBLCX (22 years). CBLCX (1.68) is less costly to investors than BALCX (1.31). CBLCX is a more actively managed with annual turnover of: 200.00 vs. BALCX (44.00). BALCX has a lower initial minimum investment than CBLCX: BALCX (250) vs CBLCX (2000). BALCX annual gain was more profitable for investors over the last year : 6.34 vs. CBLCX (1.23). BALCX return over 5 years is better than : 30.67 vs. CBLCX (20.87).
| BALCX | CBLCX | BALCX / CBLCX | |
| Total Expense Ratio | 1.31 | 1.68 | 78% |
| Annual Report Gross Expense Ratio | 1.31 | 1.68 | 78% |
| Fund Existence | 24 years | 22 years | - |
| Gain YTD | 4.397 | 2.084 | 211% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 243B | 9.6B | 2,532% |
| Annual Yield % from dividends | 1.24 | 1.06 | 117% |
| Returns for 1 year | 6.34 | 1.23 | 517% |
| Returns for 3 years | 20.09 | 17.54 | 115% |
| Returns for 5 years | 30.67 | 20.87 | 147% |
| Returns for 10 years | 52.83 | 46.53 | 114% |
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