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BALCX vs CBLCX
BALCX vs CBLCX Comparison
Open Charts BALCX vs CBLCX
American Funds American Balanced C
Price$34.07
Change+$0.05 (+0.15%)
VolumeN/A
Net Assets234.05B
Columbia Balanced C
Price$50.17
Change+$0.08 (+0.16%)
VolumeN/A
Net Assets9.27B
BALCX vs CBLCX Comparison Chart
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BALCX vs. CBLCX commentary
May 09, 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: 234B vs. CBLCX (9.27B). BALCX pays higher dividends than CBLCX: BALCX (1.29) vs CBLCX (1.10). 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 : 3.96 vs. CBLCX (0.21). BALCX return over 5 years is better than : 32.61 vs. CBLCX (23.33).
| 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 | 0.192 | -1.798 | -11% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 234B | 9.27B | 2,524% |
| Annual Yield % from dividends | 1.29 | 1.10 | 118% |
| Returns for 1 year | 3.96 | 0.21 | 1,891% |
| Returns for 3 years | 19.76 | 16.87 | 117% |
| Returns for 5 years | 32.61 | 23.33 | 140% |
| Returns for 10 years | 44.56 | 40.38 | 110% |