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BALCX vs CBLCX
BALCX vs CBLCX Comparison
Open Charts BALCX vs CBLCX
American Funds American Balanced C
Price$38.37
Change+$0.02 (+0.05%)
VolumeN/A
Net Assets264.04B
Columbia Balanced C
Price$56.46
Change+$0.15 (+0.27%)
VolumeN/A
Net Assets10.26B
BALCX vs CBLCX Comparison Chart in %
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BALCX vs. CBLCX commentary
Sep 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 Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 264B vs. CBLCX (10.3B). BALCX pays higher dividends than CBLCX: BALCX (1.16) vs CBLCX (0.95). BALCX was incepted earlier than CBLCX: BALCX (25 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 : 8.33 vs. CBLCX (5.35). BALCX return over 5 years is better than : 41.92 vs. CBLCX (28.62).
| BALCX | CBLCX | BALCX / CBLCX | |
| Total Expense Ratio | 1.31 | 1.68 | 78% |
| Annual Report Gross Expense Ratio | 1.31 | 1.68 | 78% |
| Fund Existence | 25 years | 22 years | - |
| Gain YTD | 13.099 | 10.893 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 264B | 10.3B | 2,563% |
| Annual Yield % from dividends | 1.16 | 0.95 | 122% |
| Returns for 1 year | 8.33 | 5.35 | 156% |
| Returns for 3 years | 46.47 | 40.65 | 114% |
| Returns for 5 years | 41.92 | 28.62 | 146% |
| Returns for 10 years | 73.62 | 67.95 | 108% |
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