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BALCX vs CBLRX
BALCX vs CBLRX Comparison
Open Charts BALCX vs CBLRX
American Funds American Balanced C
Price$38.45
Change+$0.10 (+0.26%)
VolumeN/A
Net Assets262.74B
Columbia Balanced R
Price$56.35
Change+$0.10 (+0.18%)
VolumeN/A
Net Assets10.11B
BALCX vs CBLRX Comparison Chart in %
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BALCX vs. CBLRX 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 CBLRX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 263B vs. CBLRX (10.1B). CBLRX pays higher dividends than BALCX: CBLRX (1.42) vs BALCX (1.10). BALCX was incepted earlier than CBLRX: BALCX (25 years) vs CBLRX (15 years). BALCX (1.31) is less costly to investors than CBLRX (1.18). CBLRX is a more actively managed with annual turnover of: 200.00 vs. BALCX (44.00). 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 : 8.17 vs. CBLRX (4.61). BALCX return over 5 years is better than : 34.58 vs. CBLRX (22.17).
| BALCX | CBLRX | BALCX / CBLRX | |
| Total Expense Ratio | 1.31 | 1.18 | 111% |
| Annual Report Gross Expense Ratio | 1.31 | 1.18 | 111% |
| Fund Existence | 25 years | 15 years | - |
| Gain YTD | 13.334 | 10.701 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 10.1B | 2,604% |
| Annual Yield % from dividends | 1.10 | 1.42 | 77% |
| Returns for 1 year | 8.17 | 4.61 | 177% |
| Returns for 3 years | 38.17 | 37.14 | 103% |
| Returns for 5 years | 34.58 | 22.17 | 156% |
| Returns for 10 years | 63.59 | 64.60 | 98% |