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BALCX vs CBLCX
BALCX vs CBLCX Comparison
Open Charts BALCX vs CBLCX
American Funds American Balanced C
Price$38.45
Change+$0.10 (+0.26%)
VolumeN/A
Net Assets262.74B
Columbia Balanced C
Price$56.07
Change+$0.11 (+0.20%)
VolumeN/A
Net Assets10.11B
BALCX vs CBLCX Comparison Chart in %
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BALCX vs. CBLCX commentary
Nov 20, 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: 263B vs. CBLCX (10.1B). BALCX pays higher dividends than CBLCX: BALCX (1.10) vs CBLCX (0.88). 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 : 8.17 vs. CBLCX (4.06). BALCX return over 5 years is better than : 34.58 vs. CBLCX (19.16).
| 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 | 13.334 | 10.204 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 10.1B | 2,604% |
| Annual Yield % from dividends | 1.10 | 0.88 | 125% |
| Returns for 1 year | 8.17 | 4.06 | 201% |
| Returns for 3 years | 38.17 | 35.03 | 109% |
| Returns for 5 years | 34.58 | 19.16 | 180% |
| Returns for 10 years | 63.59 | 58.61 | 108% |