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BALCX vs CBLRX
BALCX vs CBLRX Comparison
Open Charts BALCX vs CBLRX
American Funds American Balanced C
Price$36.82
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets253.84B
Columbia Balanced R
Price$55.21
Change-$0.04 (-0.07%)
VolumeN/A
Net Assets10.04B
BALCX vs CBLRX Comparison Chart in %
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BALCX vs. CBLRX commentary
Aug 12, 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 CBLRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 254B vs. CBLRX (10B). CBLRX pays higher dividends than BALCX: CBLRX (1.41) vs BALCX (1.18). BALCX was incepted earlier than CBLRX: BALCX (24 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 : 8.77 vs. CBLRX (7.45). BALCX return over 5 years is better than : 32.37 vs. CBLRX (24.52).
| BALCX | CBLRX | BALCX / CBLRX | |
| Total Expense Ratio | 1.31 | 1.18 | 111% |
| Annual Report Gross Expense Ratio | 1.31 | 1.18 | 111% |
| Fund Existence | 24 years | 15 years | - |
| Gain YTD | 8.420 | 8.223 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 10B | 2,540% |
| Annual Yield % from dividends | 1.18 | 1.41 | 84% |
| Returns for 1 year | 8.77 | 7.45 | 118% |
| Returns for 3 years | 26.38 | 24.60 | 107% |
| Returns for 5 years | 32.37 | 24.52 | 132% |
| Returns for 10 years | 58.14 | 60.57 | 96% |
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