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BALCX vs CBLCX
BALCX vs CBLCX Comparison
Open Charts BALCX vs CBLCX
American Funds American Balanced C
Price$35.00
Change-$0.35 (-0.99%)
VolumeN/A
Net Assets242.17B
Columbia Balanced C
Price$52.34
Change-$0.52 (-0.98%)
VolumeN/A
Net Assets9.85B
BALCX vs CBLCX Comparison Chart
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BALCX vs. CBLCX 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 CBLCX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 242B vs. CBLCX (9.85B). BALCX pays higher dividends than CBLCX: BALCX (1.59) vs CBLCX (1.03). BALCX was incepted earlier than CBLCX: BALCX (24 years) vs CBLCX (21 years). BALCX (171.00) and CBLCX (171.00) have comparable annual turnover. 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 : 8.38 vs. CBLCX (6.03). BALCX return over 5 years is better than : 26.14 vs. CBLCX (19.84).
| BALCX | CBLCX | BALCX / CBLCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 21 years | - |
| Gain YTD | 2.790 | 2.387 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242B | 9.85B | 2,457% |
| Annual Yield % from dividends | 1.59 | 1.03 | 154% |
| Returns for 1 year | 8.38 | 6.03 | 139% |
| Returns for 3 years | 15.69 | 12.22 | 128% |
| Returns for 5 years | 26.14 | 19.84 | 132% |
| Returns for 10 years | 46.66 | 45.93 | 102% |
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