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BALCX vs CBLCX
BALCX vs CBLCX Comparison
Open Charts BALCX vs CBLCX
American Funds American Balanced C
Price$32.68
Change-$0.09 (-0.27%)
VolumeN/A
Net Assets225.48B
Columbia Balanced C
Price$48.07
Change+$0.09 (+0.19%)
VolumeN/A
Net Assets8.93B
BALCX vs CBLCX Comparison Chart
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BALCX vs. CBLCX commentary
Apr 18, 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: 225B vs. CBLCX (8.93B). BALCX pays higher dividends than CBLCX: BALCX (1.28) vs CBLCX (1.09). BALCX was incepted earlier than CBLCX: BALCX (24 years) vs CBLCX (22 years). CBLCX (1.68) is less costly to investors than BALCX (1.32). CBLCX is a more actively managed with annual turnover of: 200.00 vs. BALCX (171.00). 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 : 1.81 vs. CBLCX (-1.56). BALCX return over 5 years is better than : 27.72 vs. CBLCX (20.03).
| BALCX | CBLCX | BALCX / CBLCX | |
| Total Expense Ratio | 1.32 | 1.68 | 79% |
| Annual Report Gross Expense Ratio | 1.32 | 1.68 | 79% |
| Fund Existence | 24 years | 22 years | - |
| Gain YTD | -3.896 | -5.935 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 225B | 8.93B | 2,520% |
| Annual Yield % from dividends | 1.28 | 1.09 | 118% |
| Returns for 1 year | 1.81 | -1.56 | -116% |
| Returns for 3 years | 8.04 | 4.19 | 192% |
| Returns for 5 years | 27.72 | 20.03 | 138% |
| Returns for 10 years | 38.61 | 34.22 | 113% |
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