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BALCX vs CBLRX
BALCX vs CBLRX Comparison
Open Charts BALCX vs CBLRX
American Funds American Balanced C
Price$38.21
Change-$0.11 (-0.29%)
VolumeN/A
Net Assets263.25B
Columbia Balanced R
Price$56.23
Change-$0.37 (-0.65%)
VolumeN/A
Net Assets10.23B
BALCX vs CBLRX Comparison Chart in %
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BALCX vs. CBLRX commentary
Sep 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 CBLRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 263B vs. CBLRX (10.2B). CBLRX pays higher dividends than BALCX: CBLRX (1.39) vs BALCX (1.16). 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 : 8.68 vs. CBLRX (6.33). BALCX return over 5 years is better than : 38.82 vs. CBLRX (29.65).
| 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 | 12.513 | 11.390 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 10.2B | 2,578% |
| Annual Yield % from dividends | 1.16 | 1.39 | 84% |
| Returns for 1 year | 8.68 | 6.33 | 137% |
| Returns for 3 years | 40.18 | 37.80 | 106% |
| Returns for 5 years | 38.82 | 29.65 | 131% |
| Returns for 10 years | 71.19 | 71.38 | 100% |
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