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BALCX vs CBLRX
BALCX vs CBLRX Comparison
Open Charts BALCX vs CBLRX
American Funds American Balanced C
Price$35.50
Change+$0.08 (+0.23%)
VolumeN/A
Net Assets243.43B
Columbia Balanced R
Price$52.61
Change+$0.20 (+0.38%)
VolumeN/A
Net Assets9.6B
BALCX vs CBLRX Comparison Chart
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BALCX vs. CBLRX commentary
Jun 07, 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 Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 243B vs. CBLRX (9.6B). CBLRX pays higher dividends than BALCX: CBLRX (1.53) vs BALCX (1.24). 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 : 6.34 vs. CBLRX (1.78). BALCX return over 5 years is better than : 30.67 vs. CBLRX (23.66).
| 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 | 4.397 | 2.319 | 190% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 243B | 9.6B | 2,532% |
| Annual Yield % from dividends | 1.24 | 1.53 | 81% |
| Returns for 1 year | 6.34 | 1.78 | 357% |
| Returns for 3 years | 20.09 | 19.39 | 104% |
| Returns for 5 years | 30.67 | 23.66 | 130% |
| Returns for 10 years | 52.83 | 51.72 | 102% |
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