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BALCX vs CBLRX
BALCX vs CBLRX Comparison
Open Charts BALCX vs CBLRX
American Funds American Balanced C
Price$33.99
Change-$0.81 (-2.33%)
VolumeN/A
CapitalizationN/A
Columbia Balanced R
Price$51.39
Change-$1.10 (-2.10%)
VolumeN/A
CapitalizationN/A
BALCX vs CBLRX Comparison Chart
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BALCX vs. CBLRX commentary
Dec 19, 2024
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 StrongBuy and CBLRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 241B vs. CBLRX (9.85B). BALCX pays higher dividends than CBLRX: BALCX (1.59) vs CBLRX (1.47). BALCX was incepted earlier than CBLRX: BALCX (24 years) vs CBLRX (14 years). BALCX (171.00) and CBLRX (171.00) have comparable annual turnover. CBLRX has a lower initial minimum investment than BALCX: CBLRX (0) vs BALCX (250). BALCX annual gain was more profitable for investors over the last year : 11.89 vs. CBLRX (11.29). BALCX return over 5 years is better than : 28.93 vs. CBLRX (26.46).
| BALCX | CBLRX | BALCX / CBLRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 14 years | - |
| Gain YTD | 10.937 | 10.387 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 241B | 9.85B | 2,446% |
| Annual Yield % from dividends | 1.59 | 1.47 | 108% |
| Returns for 1 year | 11.89 | 11.29 | 105% |
| Returns for 3 years | 10.17 | 8.67 | 117% |
| Returns for 5 years | 28.93 | 26.46 | 109% |
| Returns for 10 years | 40.96 | 53.88 | 76% |
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